Practice

Are you accessible to clients? Fallback Image Decorative pattern

Planning and Advice

Are you accessible to clients?

Are you accessible? And, no, that doesn’t just mean having your BlackBerry on 24/7. Accessibility also means the extent to which your physical premises and your services are available to as many people as possible.

By Stuart Foxman |June 3, 2012

3 min read

Dealing with difficult clients Fallback Image Decorative pattern

Planning and Advice

Dealing with difficult clients

It happens to the best of us. It’s 8:00 a.m. and a client calls to vent about his portfolio not performing. He hasn’t slept all night, and he wants to start your day with that news. This isn’t a dream. Difficult clients are a reality and chances are you’ve worked with a few. They drive […]

By Anna Olejarczyk |June 2, 2012

9 min read

How to battle market fatigue Fallback Image Decorative pattern

Planning and Advice

How to battle market fatigue

I was in a meeting with an advisor recently when the latest economic indictors flashed across the TV screen. “Watch this,” chuckled the advisor as he turned off the TV and comically waved his pen over his telephone like a magician waving his wand. Sure enough, the phone rang in a few seconds. The advisor […]

By Keith Pangretitsch |June 2, 2012

5 min read

Become an objective detective Fallback Image Decorative pattern

Planning and Advice

Become an objective detective

Get at the client’s real purpose by asking deeper, more incisive questions

By Stuart Foxman |June 1, 2012

3 min read