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Behavioral Finance
Looking Past the Headlines
We are experiencing a new peak in the rhetoric around trade, geo-politics, the economy and the business cycle. We have also seen increased market volatility.
Client Relationships
Deep Dive: Language - Having effective outcome-oriented client conversations
This podcast dives into how you can tweak their language in order to have more effective client conversations.
Behavioral Finance
Behavioral Advisor: Why Invest Now? A Tale of Three Investors
This piece is approved to use with clients.
“Now’s not a good time to invest,” or “I’m waiting for the right conditions” are familiar refrains we hear from investors and advisors alike. Fortunately for long-term investors who don’t take regular withdrawals from their portfolios, the sequence of returns doesn’t affect the ultimate investment outcome.
Client Relationships
It takes 2 (questions) to make a thing go right
In my experience, there are two questions that can get to the heart of what matters most to the client and can make an incredible impact in not only advisor’s lives, but the investors they work with.
Behavioral Finance
Behavioral Advisor: Does the Economy Predict Stock Returns?
Investors, economists and the media spend an enormous amount of time and energy trying to forecast the economy. The idea is that forecasting economic growth will give us an idea of where the stock market is headed. Surprisingly, no predictive relationship exists between current economic conditions and the current stock market.
Behavioral Finance
4 psychological reasons investors buy
Mike Gagala of Russell Investments walks through the four psychological reasons investors buy, from strongest to weakest.
Client Relationships
Elevate your discovery process to help win great clients
The volume of discovery meeting checklists and questionnaires available today attest that collecting the key information required to deliver truly integrated wealth management solutions is arduous and time consuming.
Client Relationships
Deep Dive: The GRIND - A Key Ingredient for Advisor Success
Join Laura Hutchison, a Practice Management Consultant at Russell Investments and Tim Halverson a Regional Director, at Russell Investments, as they explore the 5 traits we believe makes an advisor successful.
Behavioral Finance
Diversify by Strategy to Stay on Track
It’s important for investors to understand how different investment strategies work and how each performs under various market conditions.