For so many years Baby Boomers have been excitedly planning their retirement; looking forward to trips around the world, being mortgage free and much more. How can advisors deliver difficult news, provide encouraging advice, and retain the clients?
You work so hard to get new clients but how do you ensure that you keep them?
In the investment world it is always possible to generate high returns but not necessarily high returns within an investors personal risk tolerance. And this is the point about personal investment advice being personal.
Very often the point is made that men and women are different. In the area of investment risk taking, some research suggests that women are more risk averse.
Why should an advisor become behaviorally smart? Prospects and clients are looking for it.
Many Generation X and Y investors have watched the plunging financial markets destroy their parents’ retirement plans. What does this mean for financial advisors?
If the measure of being a successful adviser is to be productive how important is it to really understand all aspects of your prospective clients life?
Learn about the most recent features and updates in the DNA Behavior Discovery Administration System.
Building a relationship is the basic requirement that enables a trusted exchange of information to take place. Such a trusted relationship becomes even more critical when the information to be shared touches sensitive or personal areas of the lives we lead.