Financial Advisors- Behavioral Finance is not Psychobabble

Financial Advisors: Behavioral Finance is Not Psychobabble

It’s no good screaming at your clients if they make dumb decisions. As a financial advisor, you need to stay on top of things. What’s your strategy to manage clients during market shifts? Some clients tend to make some very strange decisions when it comes to how they react to market movement and managing their […]

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How Do I Get People to Listen to Me?

Do you understand the words that are coming out of my mouth? 1998 Rush Hour movie starring Jackie Chan and Chris Tucker How many times have you been in a situation where you were trying to communicate with someone and it felt you might as well have been talking to the wall? I remember explaining […]

Millennials and their Money- they are Savvier than you think.

Millennials and Their Money: They are Savvier Than You Think!

Companies are currently bending themselves out of shape in an effort to attract the 83.1 million Millennial [Source: 2015 U.S. Census Bureau] in the US to their offering or services. But what are they really doing to get to know Millennials as a group? The Financial Services Industry could do well to recognize that Millennials […]

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Poor Communication Causes Advisors to Repeatedly Lose Clients

The phenomenon of endless blogs and studies addressing this topic serves only to complicate what is in fact a simple issue. It’s not just the financial services industry that loses clients through poor communication – it can happen across all service providers. So, are clients petulant and easily seduced away to another provider? Well maybe, […]

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Using Personality to Communicate with Different Persona’s

Is your business gathering data to build a persona model of its ideal clients based on demographic data? There is an increasing trend towards businesses creating persona model client categories based on insights into the known income and spending patterns of people along with their job positions, ages, education, home suburb and other public information. […]