Practice

KYC is about asking the right questions Fallback Image Decorative pattern

Industry

KYC is about asking the right questions

Embrace the power of curiosity. Advisors must reengage their curiosity quotient and have dialogues instead of monologues with their clients.

By Vikram Barhat |September 22, 2011

3 min read

Time to step up Fallback Image Decorative pattern

Industry

Time to step up

This business needs your help to fill the shoes of retiring advisors. And with women comprising only 20% of the advisor population, how can we ensure part of the future is female?

By Melissa Shin |September 20, 2011

1 min read

Don’t be too quick to discount Fallback Image Decorative pattern

Industry

Don’t be too quick to discount

Emotions and advisory business are strange bedfellows and should sleep in separate rooms. A new study from PriceMetrix found that financial advisors who cut their fees during market downturns, a practice dubbed 'sympathy pricing,' are hurting their businesses over the long run.

By Vikram Barhat |September 19, 2011

4 min read

Save money, dazzle clients with Excel Fallback Image Decorative pattern

Planning and Advice

Save money, dazzle clients with Excel

We work with a lot of numbers in our role as advisors. Part of the challenge is to make numbers meaningful to our clients without having to re-invent the wheel at every review. Here are a few features of Microsoft Excel we use in our practice to save time and wow our clients.

By Mathieu Paradis |September 19, 2011

4 min read