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.
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.