The Client Conundrum: Turning Away Dr. No
Doctors with bad attitudes or behaviors may be too difficult to work with.
Is Ms. MD Milder Than the Male?
For more than a decade, Dee Balliett partnered with her RIA husband, Gene, in financial planning seminars for doctors in the United States, Canada, the Caribbean, and Latin and South America.
Newcomers and Natives in the Land of Wealth
"Most of these 'immigrants' were born and raised in a more modest middle-class or working-class culture, with different attitudes and behaviors," says Jim Grubman.
Getting Clients to Follow Your Advice: The Power Struggle
As Kol Birke reminds us, people change their minds not when you’re talking, but when they’re talking.
Getting Clients to Follow Your Advice: Fired by the Heirs
Advisors will increasingly have to address the transition of wealth to the younger generation. But what if you don’t have a relationship with the kids?
Getting Clients to Follow Your Advice: The Overspending Retiree
Olivia Mellan and Kol Birke on what to do when your now-retired clients spend much more than you—and they—planned to spend.
Getting Clients to Follow Your Advice: The Passive Spouse
Olivia Mellan and Kol Birke on what to do when one member of a client couple just won't get engaged in the planning process.
Working With Widows
It shocked me to learn recently that widows are one of the fastest-growing segments of the U.S. population. The Census Bureau says they numbered almost 12 million in 2011, and their ranks are growing by nearly 1 million every year.
Learning More About Working With Widows
Kathleen Rehl is currently scheduled to make more than 20 presentations this year, most of them to advisor groups.
Getting Clients to Follow Your Advice: The Self-Sabotaging Client
Olivia Mellan and Kol Birke on what to do when a client persistently takes actions that are not in their self interest.