Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Failure to Communicate: When ‘Informed’ Clients Challenge Advisors
By Bob ClarkLike doctors, advisors are finding that many clients are questioning their planning prescriptions. How do you communicate with those clients? Share your "performance" history?
January 29, 2013
3 Critical Steps to Prevent Client Lawsuits: FSI OneVoiceA strong case can be made for including a well-organized and thorough IPS at the outset of every client relationship.
January 22, 2013
Peter Schiff Slams CBS Blogger Over Recent Gold PostPeter Schiff came out swinging in an escalating war of words with CBS MoneyWatch blogger Larry Swedroe about the role gold should play in an investment portfolio.
January 18, 2013
10 sales resolutions for 2013Commit to these sales-model improvements to make this year your best ever.
January 18, 2013
Wealth Managers: Tell Your Clients to Stop Being AfraidAdvisors who keep an eye on the curious and sometimes counterproductive behavior of investors can combat lackluster returns in their own clients portfolios.
January 16, 2013
In Review Season, More Clients Say They Don’t Need OneOn the sixth anniversary of traveling my Road to Independence as an RIA, what Im saying to clients, and what theyre saying to me.
January 11, 2013
Behavioral economics, part 1Why smart seniors make stupid mistakes with their money.