Results for "behavioral finance"

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Ask the Ethicist: What happens when an adviser gets caught in the middle of divorcing clients?

February 1, 2017

Q: I married my husband a few years ago. It was a second marriage for both of us. Since I was moving across country after the marriage, we decided to use the financial adviser with whom he already had a strong relationship. His adviser was younger...

Adviser's Consultant: Provide these services to attract younger clients

January 26, 2017

Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault. Providing financial advice to people in their...

7 things you should never say to clients

January 24, 2017

If you want to attract and keep your clients, your messaging is crucial. And that all comes down to what you say, said Frank Luntz, CEO of Luntz Global Partners and speaker at the Inside ETFs 2017 conference on Monday, Jan. 23.

Facebook challenge 2017: Moving beyond money

January 17, 2017

Mark Zuckerberg, founder of Facebook, publicly shared his personal challenge for 2017. He intends to meet people from all 50 states. His stated goal is to use technology to “change the game so it works for everyone.” In order to do that,...

Tips for working with female clients who are in financially unequal relationships

January 9, 2017

When partners are financially unequal, it's challenging no matter who has more. You would think that by now, a woman having substantially more money wouldn't be such a big deal. But it is. And you might think that the experience you have with...

Retirement coaching could improve post-career happiness

January 5, 2017

Helping clients prepare for the giant step of retiring can require more than a focus on finances and an ad hoc discussion about hobbies. For some clients, a successful retirement may demand specialized coaching from a growing number of professionals...

Younger investors most willing to pay for financial advice: Cerulli

January 4, 2017

More investors are willing to pay for financial advice today compared to nine years ago when the nation was on the cusp of an economic recession, and a surprising demographic is proving to be the most inclined. About 50% of investors said they...

Advisers can help clients keep their 2017 financial resolutions

December 28, 2016

Money-related resolutions are second only to weight loss pledges this time of year, but there are ways financial advisers can help clients retain their financial resolve for longer than they stay off the cupcakes. Advisers can help clients set...

Why the financial planning industry needs a Jerry Maguire-like paradigm shift

December 27, 2016

Jerry Maguire stood in a maze of cubicles and performed his swan song to the blank stares of his coworkers. In the sports agency racket, he had become lost in a system where both agents and clients had learned to follow the money and nothing...

How long can you go without bringing your values into a client conversation?

December 21, 2016

As real financial advisers, we're paid for our advice, right? That's why clients come to us and ask for help. They want to know what we think — with one exception. Clients don't want us substituting our values for theirs. A classic example...

Kellyanne Conway gives advisers some lessons from Trump's victory

December 6, 2016

When a last-minute scheduling conflict prevented SkyBridge Capital founder and outspoken Donald Trump-supporter Anthony Scaramucci from meeting a speaking commitment Tuesday morning in Miami, attendees of the MarketCounsel Summit were given...

How advisers can use technology to calm clients' post-election jitters

November 22, 2016

The election is behind us and we have a new administration ahead of us. Whether you or your clients are celebrating or lamenting, your job is to inform and help clients with planning for the future. Based on campaign promises and party platforms,...

How financial advisers should discuss their pay with clients

November 22, 2016

I consider you a member of the Secret Society of Real Financial Advisers. As a member, I assume you realize that your clients expect transparency when it comes to how you're paid. Based on that assumption, I think you need to be prepared to...

What financial advisers can do when clients make mountains out of molehills

November 4, 2016

More than once, you've probably picked up the phone or had a meeting with clients who told you they had a really big "problem." I put problem in quotes because it becomes clear pretty fast that the so-called problem isn't really a problem. Turns...

How to prevent clients from reacting to what everyone else is doing

October 26, 2016

As adults, we're pretty good at spotting peer pressure among kids. But I think we're a little blind to the peer pressure we experience as adults. We even call it a different name. We're just doing "research." We're not doing something just because...

5 tips for winning debates with your clients

October 19, 2016

Most of us imagine that great communicators are born that way or that it would take a ton of work to improve. The truth is, since most people don't consciously work at getting better, we can quickly surpass our competition by simply practicing...

Financial wisdom from Deepak Chopra

October 14, 2016

Deepak Chopra is getting into the financial advice business, sort of. “If people ignore their well-being, they're going to have a financial crisis.” The cross-continental merger between Janus Capital and Henderson Global is said to be all...

How advisers can explain the big difference between trading and investing

October 7, 2016

When we turn on the TV, we're expecting to be entertained on some level. It doesn't matter if it's HBO or CNBC. Now, we may not think about it that way, but producers focused on attracting eyeballs do. Over the years, I've been fascinated to...

How advisers can explain investing done right

September 28, 2016

Investing done right doesn't match up very well with what people see and hear in the news. When it sounds like the pundits are talking IN ALL CAPITAL LETTERS, investing seems so exciting. Who wouldn't want to own a hundred shares in a company...

Advisers are ignoring the fastest growing wealth demographic

September 15, 2016

African-American incomes are rising faster than any other group in the world, but financial advisers seeking to target them as clients need to understand some of their deep-rooted money perceptions. The statistics tell a story of growing prosperity...

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