Your clients long-term financial goals may be out of sync with the risks theyre willing to take to reach them. According to a recent survey by asset manager Natixis, while about 70% of investors they polled said that growing their assets is increasingly more important than protecting their principal investment, nearly 60% also said they […]
With the all-in-one DNA Customized Behavioral Management Report, you can quickly and effectively tailor the financial planning experience.
With the progress of technology we have got used to instant gratification. Long term perspectives and taking time to seriously focus on what is important? That’s becoming harder to do – especially if you are a trend follower.
The world of financial advice is highly competitive; learning how to build your business and increase your bottom line could be as simple as knowing how to communicate with your prospects.
If one cannot outguess the markets what should you do? The starting point for all investing lies not in what markets are doing but rather in what you actually need in your own personal life.
93.6% of the financial planning process is the behavioral management of the client. Who is the first person that clients come in contact with at your firm, and are you assuming they know how to deal with every client?
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?
As a financial planner, it strikes me that cats and clients have much in common. There are moments when we really enjoy their company and their conduct and then there are other moments that wed rather not talk about. Sometimes these incompatible moments arise as a result of mismatched objectives.