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.
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.
The Vindication of History: Harold Evensky and CFP Lite
The CFP Lite designation promoted by Evensky 15 years ago could have raised the stature of professional CFPs, not to mention helping end clients.
Harold's New Adventure; Investing in Global Markets: February Investment Advisor--Slideshow
Harold Evensky needs no introduction. He graces the cover of our February issue and shares with us his thoughts on the direction the industry is going with the next generation of advisors, and what the industry needs to succeed.
With 10 Years’ Experience, FSI Flexes Its Advocacy Muscles
FSI marks its 10th anniversary with more individual members and with greater influence in Washington and the states, says its leader, Dale Brown.
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.