The Secret Sadness of Retired Men
As an advisor to retirees, you may be a witness — and sometimes an unwitting accessory — to lives whose joy is sapped by depression.
A Quick Guide to Assessing Mental Health
Alan Berman, executive director of the American Association of Suicidology, recommends three steps for an advisor to follow in gauging the mental well-being of an older male client.
Sad Men: The Statistics of Suicide
In 2010 (the latest year for which national data is available), the suicide rate in the general population was 11 per 100,000, according to Health.com. Among older men, the suicide rates were:
7 Things Advisors Must Know to Win Young Male Clients
Men in their 20s and 30s don't act like women their age or like older men. Here’s how advisors can understand, attract and retain them.
Physician Assistance: How to Advise Doctor Clients
Most advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
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.
The Client Conundrum: Turning Away Dr. No
Doctors with bad attitudes or behaviors may be too difficult to work with.
10 Tips for Attracting (and Retaining) Doctor Clients
Working with doctors as clients requires some special planning.
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.