Planning and Advice

It’s safest to underrate returns, overrate inflation Fallback Image Decorative pattern

Planning and Advice

It’s safest to underrate returns, overrate inflation

Recent market vicissitudes have proven that clients and their portfolios can be severely impacted by the twists and turns of economic circumstances. And I’m sure no advisor has been immune to the concerns of clients in the last 12 months; or exempt from the numerous handholding meetings. As a fee-only financial advisor, I’m also registered […]

By Warren Baldwin |September 16, 2009

7 min read

Responding to HNW fears of scandals Fallback Image Decorative pattern

Planning and Advice

Responding to HNW fears of scandals

Earl Jones and Bernie Madoff defrauded investors of millions and billions of dollars, respectively. They both ran schemes that went undetected for decades. Then they ended up in the media spotlight alongside reports of unprecedented market turbulence and a global recession. Accordingly, high-net-worth (HNW) investors are feeling anxious. The question is, what are you doing […]

By Alison MacAlpine |September 15, 2009

5 min read

Using a client review to increase revenue Fallback Image Decorative pattern

Planning and Advice

Using a client review to increase revenue

Client reviews can be used as a powerful tool to increase business for your practice if you’re willing to look at more than just a client’s investments. I’ve talked to many advisors over the years, and client reviews are one of the areas they wish they could improve. Many advisors still think a review means […]

By Robert Abboud |September 9, 2009

4 min read

Common advisor communications mistakes Fallback Image Decorative pattern

Planning and Advice

Common advisor communications mistakes

Auditory learners respond to the things they hear. Visual learners respond to the things they see. Sensory learners respond to the things they feel. Tactile learners respond to the things they touch. Everyone is different, and most people have a dominant motivator and a secondary motivator. You can usually tell what type of learners you […]

By Barry LaValley |September 2, 2009

6 min read