Has the Long-Overdue Correction Begun?
Two down days for the market do not a trend make, yet here’s what I’m doing with my client portfolios now.
Risk Tolerance: 4 Things You Need to Learn From Clients
I’ve built my own risk tolerance questionnaire to more accurately determine my clients’ needs, and to protect myself.
Simple Tips for Keeping Your Tech Tools Humming
A bad experience reminded me of some basic steps you can and should take to keep your technology tools working as needed.
How I’m Using Acrobat Pro to Become More Efficient
Considering going paperless? Here’s a step I’m taking in that direction: using Adobe Acrobat Pro for client questionnaires.
Steps I’m Taking to Make 2014 the Year of the Client
Using some free and inexpensive applications, I’ll be able to get good intel on what my clients think, and then deliver great service.
An Old(er) Piece of Software That's Producing New Dividends
The Pro version of Adobe Acrobat allows me to communicate more efficiently with clients, while saving me time and trouble.
Introducing FRED: a Free Analysis Tool From the Fed
I use FRED, an Excel add-on from the St. Louis Fed, to keep informed on all matters economic and markets, and to perform analysis.
How to Stay Current on What You Need to Know as an Advisor
Go direct to the sources of the economic and market news you need to be an effective advisor by subscribing directly with these government entities.
How I’m Handling My Document Storage Needs
For my own needs, and my clients’, getting a handle on document storage is a crucial initiative.
5 Steps to Improve Your Client Communications
To strengthen your client relationships, tailor your communication methods—and personality—to fit specific clients. Here’s how to get started.