Over the last 10 years, if you had simply preserved your wealth, that would be considered achievement. But are these last 10 years unusual? A longer term perspective shows that actual real returns earned by investors, on average, have been pretty...
How much money did your clients lose last year? As has been well documented, investors lost trillions of dollars in 2008. It didn't have to be this way. You could have followed a simple, defensive investment approach that would have spared your...
As the psychologist and performance coach to countless financial advisors, the pressures of being actively engaged in other people's lives can certainly take its toll on me. So at the end of every summer, I take my wife out to Montauk on Long...
Suddenly, the affluent trust financial advisors. You need to be positioned to take advantage of that fact
After last year's market slump, clients need more attention than ever, but not all clients are worth it. Today, many advisors are reevaluating their books of business and letting go of “C” clients for the first time.
Creative ways to bring in new business in a tough market.
Social networking sites like LinkedIn, Facebook and Twitter can be great business builders for financial advisors. You just have to be smart about it.
Not surprisingly, last year’s market took its toll on the wealthy, reducing assets, slimming their ranks and undercutting their trust in institutions associated with the market, according to the 14th annual Global Wealth Report, released...
