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Client Relationships
7 things every advisor should know about the slacker generation
Where am I going to get my next client? It’s a common refrain that echoes in the minds of many advisors. As baby boomers continue to age, many advisors are trying to figure out where to go to find the next generation of growing assets.
Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
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.
Portfolio Construction Insights
Risk Speedometer: Easing off the brake
In January, the 1-month risk speedometer continued to remain below its 5-year average, recording a score of –0.61 and landing slightly above the 25th percentile of rankings. Similarly, based on the 3- and 12-month speedometers, the appetite for risk remained low.
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.
Portfolio Construction Insights
Do your client portfolios carry hidden baggage?
How many of your client portfolios are built on yesterday’s thinking? Our tips for an upgrade.
Behavioral Finance
4 psychological reasons investors buy
Mike Gagala of Russell Investments walks through the four psychological reasons investors buy, from strongest to weakest.
Manager & Investment Selection
The six key components for choosing an index asset manager
Are all index asset managers the same? Learn what separates the best managers from the rest of the industry.
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.