Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
Don’t Confuse Titles With Licenses, Warn SEC, NASAA
By Melanie WaddellUnlike a license, certain titles and designations may be simply purchased, or even made up" by advisors, the regulators warn.
September 08, 2013
Bad website? You don’t know what you’re missing.Is your website causing you to lose referrals?
September 05, 2013
Why sales skills matterWe achieve success in our business because we use professional sales skills to inspire people to take action.
September 05, 2013
Most Americans Say Recovery Passed Them ByWhat recovery? is the reaction of many Americans five years after the Great Recession, according to the latest Country Financial Security Index survey..
September 04, 2013
Justifying Your Value to Clients: The Bottom LineAre there better ways to make the value of financial planning more obvious, more salient to clients than just highlighting the cost? Exploring the options.
September 03, 2013
Consumers prefer certified advisorsMore than eight in 10 consumers believe that certifications are important when choosing a financial advisor.
September 03, 2013
Consumers prefer certified advisorsMore than eight in 10 consumers believe that certifications are important when choosing a financial advisor.
August 30, 2013
To Justify the Value of Financial Planning to Clients, Consider SaliencyIf you want to be more valued (and compensated) for the financial planning work you perform on clients' behalf, including the 'shadow work,' you'd best understand how saliency works.