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.
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.
Fourteen years ago this month I joined the staff of Investment Advisor.
Serving the Underserved: How to Help Clients With Modest Incomes
How one advisor with a $1 million minimum found a way to serve the mass market.
Making Choices; 4 Trends for the Future; Unlocking Information: December Investment Advisor—Slideshow
It’s a too-familiar problem: paralysis-inducing numbers of choices that leave consumers wondering how they’ll ever make a decision.
The Coming Data Tsunami
Thomas Frey, executive director and senior futurist at The DaVinci Institute, described an apocalyptic view of the future where clients were overloaded with information.
How to Get to ‘WOW!’ Winning Clients for Life
When’s the last time a client bragged about some unexpected way you delighted them? Janus Labs’ John Evans Jr. talks about how to do it.
Evensky, Friedman, Mellan at Think Retirement Income Conference
A retirement planning conference kicks off Thursday with, we humbly submit, a difference: a program guided by top advisors who share their retirement planning secrets and challenges.