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.
4 Apps For Impressive Presentations
By Corey DahlStill using PowerPoint at all your client meetings? It might be time for an upgrade. These apps could help.
September 06, 2012
Organizing the Financial Junk DrawerNobody has the same type of stuff in their junk drawers. The same is true for clients and their types of assets.
September 06, 2012
United Capital Adds Sanders as New Atlanta-Based DivisionIn joining the RIA headquartered in Newport Beach, Calif., Sanders’ Atlanta office will help promote United Capital’s Honest Conversations and the Money Mind Analyzer.
September 06, 2012
Speed Dating for Financial Planning?The scary process of financial planning could be a whole lot more fun in a speed dating environment.
September 04, 2012
Three Ways Advisors Can Stop Prospects From Walking AwayWhat is that intangible quality keeping even an articulate and knowledgeable advisor from connecting with a potential client?
September 04, 2012
Manulife Financial Acquires Wellington West FinancialManulife Financial and its Canadian dealer, Manulife Securities, hope that its acquisition of Wellington West Financial Services Inc., a dealership registered with the Mutual Funds Dealers Association from National Bank Financial Group, will propel it to being one of Canadas premier investment firms.
September 04, 2012
Manulife Financial Acquires Wellington West FinancialManulife Financial and its Canadian dealer, Manulife Securities, hope that its acquisition of Wellington West Financial Services Inc., a dealership registered with the Mutual Funds Dealers Association from National Bank Financial Group, will propel it to being one of Canadas premier investment firms.
September 03, 2012
Thinking About Starting a Client Advisory Council? Don’t.In my experience, client advisory councils are way more trouble than theyre worth, though if you must create one, fill it with business-owning clients.