Client Communications

How To Lose A Client
by SherylCPA     October 24, 2017      0.0 (0) I just got a new client. She recently lost her husband Bob and had been trying to piece her life back together. One of the items on her list was to familiarize herself with their investments and do some financial planning.     She set up an appointment with their advisor, who was a friend of her late husband. At the meeting, she felt the

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The Nexus Of Investor Behavior And Expectations

by agluck     April 30, 2018      0.0 (0) Craig Israelsen highlights the nexus of investor expectations and behavior, the point where investors expect too little of themselves and too much from their portfolio. Dr. Israelsen confronts a common investor mistake, one that’s in front of us but overlooked.   In a session that received an average rating of 4.7 out of five, Dr. Israelsen t

Information Warfare Is An Opportunity For Financial Professonals
by agluck     February 20, 2018      0.0 (0) The criminal conspiracy to meddle in the 2016 U.S. presidential election devastates the credibility of online social platforms. Likes are not trustworthy. They're easily faked. Russian bots right now are flooding Twitter with posts about gun control.  In undermining trust online, the information war is strengthening the role of autho

Financial Advisor Mascots beaver happy 2.gif
by agluck     September 18, 2016      0.0 (0) Financial advisor mascots are creatures, teachers, cartoon characters in videos, doodles that come alive onscreen as your firm’s spokesman. The GEICO gecko is a classic example of a mascot, and that technique can be used by advisors.   Four and a half years ago, Elliot Weissbluth of HighTower Advisors posted a YouTube video targe

Four Misconceptions About "Content-Only Websites" For Advisors
by agluck     July 28, 2016      0.0 (0) Maybe it's because advisors are generally comfortable only with prudent, time-tested solutions that so many of you make poor technology choices. Or maybe it’s just that the advisor tech press is a clubby group of citizen journalists with little or no experience in developing advisor websites and no grasp of the story, leaving advisors poo