black white faces
Affluent Perception Is Reality—Where Advisors Go Wrong
Jun 21, 2018
Two areas where the perception gap is poised to create serious problems if left untended.
Estate Planning podcast
How to Deal with Client Complaints
Jun 20, 2018
Craig Hersch and Patrick Carlson discuss what planners can do when their clients complain.
World Cup faces
A World Cup Guide for Financial Advisors
Jun 13, 2018
Advisors need to reach out to next gen clients. For the next month, next gen will be talking World Cup. Here’s a primer for advisors.
Kristy Archuleta
Michael Kitces' #FASuccess Podcast: How to Change Client Behavior with Kristy Archuleta
Jun 12, 2018
Kanasa State University Associate Professor Kristy Archuleta tells Michael Kitces why what advisors typically do -- give advice with a long list of recommendations -- is not a good way to get clients to change their financial behaviors for the...
businesswoman silhouette
My Life as a Client: Don’t Ask Too Many Questions
Jun 07, 2018
A joke may also be a forewarning.
smiley face businessma
Do You Have a “Director of Public Perception?”
Jun 06, 2018
Most new referrals come during times of their life transitions. So make sure you have someone answering the phones who is skilled in communicating with them.
summer
Invest in ETFs? Here Are Five Questions Clients Should Be Asking.
Jun 05, 2018
During the slow summer months, investors should be examining their portfolios and levels of diversification. Here’s how.
dialing phone
Courtesy as a Competitive Advantage
Jun 01, 2018
Unreturned phone calls and emails, not portfolio performance, are the top reasons clients fire their financial advisors, according to a new survey.
handshake documents
Behavioral Trust Building with HNW Clients
May 31, 2018
With affluent clients especially, communication is key.
Steve Kerr Klay Thompson
Coaching the New Wealthy
May 30, 2018
Freshly minted high-net-worth clients require more than just an investment plan.
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