The most basic skill needed by advisors is not proficiency in portfolio construction but the ability to listen to clients and communicate effectively. Too often, in attempting to impress clients with ...
Tax strategy and investment management are important, but communicating with clients is one of the most critical aspects of any financial planner's practice, argued pioneering planner Harold Evensky. ...
Today, everyone has their own unique style of communication, and these various modes can be both a blessing and a curse for the engaged relationship. However, it is a real dilemma when a client ...
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How do you deal with opinionated clients?
This week, we asked nine designers how they communicate with clients who aren’t shy about sharing their views.
2008 wasn't that long ago. Back then, baby boomer clients were 44 to 62 years old. Today, they're 55 to 73 years old. And they still make up the majority of most advisers' clients and assets. But even ...
This fifth of the seven habits of highly effective people, as laid out in Stephen Covey’s bestselling book, is crucial for financial advisors who aspire to communicate effectively with clients and to ...
Creating a business that experiences long-term success through different cycles and as times change within a sector of the economy is hard enough, so ensuring that you keep your clients or customers ...
Independent financial advisors bill themselves as offering a more personal touch to managing a client's money. By acting as a fiduciary and taking a "holistic" view of long-term goals like paying for ...
Having spent four months with my husband preparing one house to sell and another to move into, I’m sharing our observations on the behaviors of small businesses – using as examples our contractor, ...
According to research by asset management research firm Cerulli Associates, only about 13% of adult children of affluent aging clients chose to work with their parent’s financial adviser. About 88% of ...
Financial advisors are not communicating effectively with clients’ spouses and children and they are losing business because of it, according to an FPA study released Wednesday. The 2014 Trends in ...
While Faegre Drinker partner Brittney Yocum had a rather traditional trajectory from law school to her career, she was in for an unexpected twist when she was found herself working in a corporate ...
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