A Little Knowledge Can Be a Misleading Thing: Financial Literacy, the Sequel
When it comes to financial literacy, a little knowledge (as Mortimer Adler wrote) doesn't yield true understanding or wisdom, or protection against financial services professionals.
The Value of Client Education
Remember the old Syms clothing store television commercials in which company founder Sy Syms would emphatically state, "An educated consumer is our best customer"? You can borrow a page from this renowned clothing purveyor's marketing strategy as you consider the connection between educating your clients and the reasonableness of their...