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.
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.
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.
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.
Getting Clients to Follow Your Advice: The Missing Spouse
In this scenario, Mellan and Birke discuss what happens when the spouse who is your primary client contact disappears due to divorce, death or disability.
Getting Clients to Follow Your Advice: The Panicky Investor
Behavioral finance experts Olivia Mellan and Kol Birke explore how to help a client who, spooked by market volatility, wants to go to all cash.
How to Get Clients to Follow Your Advice
It’s one thing to give good advice — another to get clients to follow it. Behavioral finance experts Olivia Mellan and Kol Burke offer techniques.
Too Many Choices = No Decisions
Studies have shown that offering people too many choices may cause them to stick with the status quo—a tactic that can be useful if clients want to change from an agreed-on plan to something that isn’t in their best interest.
Serving the Underserved: How to Help Clients With Modest Incomes
How one advisor with a $1 million minimum found a way to serve the mass market.
A Choice of Investment Styles at a Reasonable Price
Karen Ramsey believes that money is meant to be a source of freedom and power.