Are Women More Risk Averse Than Men?

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.

DNA Behavior and FA today Announce Strategic Media Partnership

We are proud to announce that we have partnered with FA today, a revolutionary media delivery and content platform that is exclusively for financial advisors.

Families Squabble Over the Beach House

Over the years, I have done a lot of work in helping families build succession plans and manage their assets. Sometimes, this involves dividing their assets.

Uncovering the Advisory Blind Spot

Most clients have a blind spot when it comes to financial management; but equally most advisors have a blind spot about who their clients are.

Why Helping Your Clients Know Their Number is an Old School Approach

Have you ever had a client tell you their number? You know, the net worth number that will make them happy. Focusing on this number is outdated, a mistake and I contend will actually hurt someones chances of reaching their long term goals. Heres why.

Whats Certain is Uncertainty

As a financial advisor, you have done a good job of helping your pre-retired clients dream, define their ideal goals and manage a portfolio to achieve those goals. But that may or may not have anything to do with their reality.

Investors Eat the Behavior of Advisors

When discussing financial planning issues, there is so much talk about investor behavior. However, rarely does the discussion get to the advisors behavior. Have you ever considered how much the advisors behavior impacts the investors performance?

4 “Must Have” Apps for Financial Advisors

Advisors need to be great networkers, money managers, bosses and wealth mentors. Salesforce can help with some of these activities just by keeping you organized, but the real ticket is inside the Salesforce Appexchange where software providers have developed apps to make your life easier.