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Total: 8 results found.

1. Risk Tolerance Is Risky Business
(Matching tags: risk management,goals,client education,asset allocation)
Advising clients on an appropriate asset allocation typically evolves from determining risk tolerance. Many advisors rely on risk tolerance software or questionnaires, but there is more to making a recommendation ...
Wednesday, January 25, 2017
Since we are fast approaching another quarter-end in a little over a month, it is a good time to look at whether you are on target to accomplish the goals you set for your business this year.  Being able ...
Friday, May 10, 2013
3. Honoring Memories
(Matching tags: goals,client education,client loyalty,legacy,charitable giving,financial planning,philanthropy,client communications)
I recently and unexpectedly lost a dear friend.  Not only was she a wonderful friend, a devoted wife and mother, she was also a “mover & shaker” in the community – in the best ...
Monday, January 07, 2013
4. Client Demand And Peers Provide Encouragement For Brokers Wishing To Go Independent
(Matching tags: goals,exit planning,breakaway brokers)
A multitude of factors are flinging the doors wide open to brokers with thoughts of going out on their own. Clients and independent colleagues are holding out their hands, inviting would be break-away ...
Wednesday, May 30, 2012
5. Clients Want Performance But Advisors Want To Give Them Something Else
(Matching tags: Due Diligence,hehavioral finance,investment strategies,goals,investment,client satisfaction)
Nearly 60% of advisors anticipate difficulties reaching their clients’ investment goals in the current market. But the clients see things in a far different light: Only 32% of the clients think their ...
Monday, May 21, 2012
... MPT still work?” It is whether an institutional model works sufficiently well for individual and family clients. The yin and yang of this issue is ongoing. But one thing is clear. Goals-based asset ...
Friday, April 06, 2012
7. Target Date Fund Safe Harbors Attract a Minefield of Imminent Litigation
(Matching tags: 401(k),advisor technology,asset allocation,client satisfaction,fiduciaries,financial advisor,goals,integrity,investment fiduciaries,retirement,risk,suitability,target date funds,value proposition)
Fiduciaries selecting target date funds (TDFs) generally believe that they are protected from litigation by two safe harbors: QDIA status, & safety in numbers.. But there’s more to selecting ...
Tuesday, March 13, 2012
8. Get Rid Of Goals And Go For Constant Improvement
(Matching tags: goals,strategic planning)
... to be important.  One of my major problems with strategic planning is putting goals together.  I hate goals.  You either are successful or you’re not.  If you’re successful, ...
Friday, December 16, 2011