Practice

Take her advice Fallback Image Decorative pattern

Planning and Advice

Take her advice

For the past 50 years, the power and consistency of the feminist movement has created ideal conditions for the emergence of women in the advice channel who truly understand the importance of financial independence and value its attainment. And, no surprise, these women clients seek both like and like-minded financial professionals to guide them toward […]

By Donna Kerry |May 1, 2009

2 min read

Odd lots Fallback Image Decorative pattern

Planning and Advice

Odd lots

Failure, it is said, is of uncertain paternity, while victory has many parents. In the midst of a severe financial crisis, blame seeks a ready target. And yet, every financial crisis has a pattern that unfolds with predictable excesses, villains and scapegoats. If you canvass people who are distant from financial services, invariably they will […]

By Scot Blythe |April 29, 2009

3 min read

Dealing with client complaints Fallback Image Decorative pattern

Planning and Advice

Dealing with client complaints

There’s a particular advisor I’ll always remember. He said to me: “Keith, I tell every client the same story, and I want to share it with you.” He held up his right hand and asked me to pick a finger. Confused, I looked at him but decided to play along, hoping he wouldn’t ask me […]

By Keith Pangretitsch |April 16, 2009

4 min read

The “new” wealth advisor — from transaction to transition Fallback Image Decorative pattern

Planning and Advice

The “new” wealth advisor — from transaction to transition

An advisor friend of mine decided not long ago that he was no longer going to sit back and feel paralyzed by the markets. His firm put out a “buy” list of companies that were trading at exceptional values, and he felt that he could generate some activity by phoning all of his clients to […]

By Barry LaValley |April 16, 2009

5 min read