How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
Risk Management Tips for HNW Home Renovators
There are concrete steps that homeowners can take before, during and after construction to help ensure they are prepared for all contingencies.
Currency Wars Have a Nuclear Option
There is a big difference between countries that use domestic tools for domestic purposes and those that target currencies to gain an unfair trade advantage.
Bank of America Mixed Serious Banking and Fun Swaps
There is a widespread belief that banks shouldn't be using insured deposits to fund the creepy activities of their bond-trader and investment-banker colleagues.
Deferred Income Annuities’ Flex Pay Appeals to Younger Investors
DIAs can provide protection against longevity risk through guaranteed income products that have previously been unattractive to the younger client.
Wall Street Finally Blinks in Fiduciary Standoff
The securities industry has done a masterful job of deflecting initiatives to force firms to act in clients' best interest. Is it different this time?
Is Mobile Technology a Threat to Advisors? It Shouldn’t Be
Here are some ways advisors can use mobile technology to up their game and strengthen relationships with clients.
Fiduciary Best Practices: Talking to the Mailman in Kansas City
While our Best Practices are crafted mainly to help investors evaluate financial professionals, they also serve a larger purpose.
How Advisors Can Reach Tech-Savvy Millennials
Here are some methods advisors can use to attract millennials, who are expected to have a net worth approaching $7 trillion by 2018.
Finding Investing Alpha by Selective Stock Picking
Why I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.