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Client Experience
Client experience for the modern financial professional
Curated content for RIAs.
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.
Client Experience
CONNECT WITH YOUR CLIENTS
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Access our online library of goals-based educational materials for more productive client conversations.
Client Experience
What Your Clients Need Now
Optimism is in the air this spring as we look forward to the prospect of returning to the activities we enjoyed pre-pandemic.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Behavioral Finance
The Five Stages of a Market Crisis
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A process similar to the "five stages of grief" can be seen in market crises, including the current one.
Behavioral Finance
Correction or bear? 6 charts that explain market declines
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How often do market corrections turn into entrenched bear markets? Not very often. In fact there have already been six market corrections since the current bull market started in 2009.
Behavioral Finance
Market timing can contribute to investor mistakes
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Concerned about volatility in your equity portfolio? Trying to time the markets probably isn’t the answer. Data from Morningstar shows that, on average, investor returns lag fund returns.