Client Relations

They've got money on their mind. | kellyreekolibry/iStock/Thinkstock Members of Gen Y may be the most scarred from the financial crisis and still very conservative with their investments, according to a recent survey by TIAA-CREF. About a ...

Your ability to consistently close from meeting to meeting is important.

The client is most successful when you help them maximize growth and minimize losses in all areas of life.

Over two-thirds of financial advisors have encountered financial fraud among their elderly clients at least a few times a year, but only about 5 percent say the fraud has caused a substantial financial impact. Instead, it’s the emotional toll ...

Not smart. When it comes to investing advice, the Internet may be a financial advisors’ worst enemy. Like financial television, the web is overflowing with information on top stocks, hot trends, beating the market, and speculating in gold...

Advisors need to manage client expectations by curbing excessive optimism during boom times, being a calming force amid down markets and always keeping an eye on long-term performance.

The robos aren't self-aware yet. | Benjamin Haas/Hemera/Thinkstock ​Robo advisors could control $2 trillion, or 5.6 percent of all investable assets, by 2020, according to consulting firm A.T. Kearney. BloombergBusiness reported the firm e...