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 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.
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.
Bucket Theory Helps Clients Sort Out Retirement Goals: Juliano, Birke at RIS
Advisors at Retirement Income Symposium told they need to set themselves up as specialists.
Your Best Investment Ever?
As adults, we feel best about ourselves when we grow, change and become more whole over the course of our lifetime.
Retirement Income Symposium: Reynolds on Policy; Birke on Communication
In Boston, Putnam’s Bob Reynolds makes the case for new retirement policy, while Commonwealth’s Kol Birke and David Juliano provide practical guidance on client communications.