Results for "behavioral finance"

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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...

Fintech to make financial advisers better behavioral coaches

September 14, 2016

Five years from now financial advisers will be spending more time with clients and they'll be doing a better job of stopping them from making bad investment decisions, according to financial technology leaders. In addition to fintech innovations...

How advisers can effectively talk about risk with clients

September 9, 2016

Risk remains one of the most challenging topics for real financial advisers. Because when we say "risk," our definition rarely matches what our clients think. But it's so important that we learn to talk about risk effectively. We have a lot...

Hiding Alzheimer's, like Gene Wilder did, is natural, so prepare for it with all clients

September 1, 2016

Funny man Gene Wilder, who died Monday at age 83 from complications due to Alzheimer's disease, kept his illness hidden from most people for at least three years. That's a common approach, experts said. The star of Blazing Saddles, Willy Wonka...

The value of real financial advice

August 29, 2016

Five years ago, I was taking care of clients and writing the Sketch Guy column at the New York Times. My family and I were settling into our new home in Park City, Utah. Things were good. Then, I got what you might call an "interesting proposition."...

Advisers should help millennials understand hazards of tapping 401(k) savings

August 26, 2016

Financial advisers with millennial clients should be on alert that the nation's youngest adults are most inclined to tap their retirement savings for other priorities. About 12% of people ages 18 to 34 have pulled money out of their 401(k) accounts...

Morningstar demystifies 401(k) loans

August 19, 2016

Morningstar's Christine Benz cracks to code on those perplexing 401(k) loans. Dissecting the pros, cons and myths of borrowing from a retirement account. The Department of Justice moves to phase out the use of private prisons for federal inmates....

Give yourself permission to see financial advice as creative

August 17, 2016

Imagine for a minute that your website has a tab labeled "work" or "portfolio." What would you find under that tab? For most of the real financial advisers I know, they'd find their clients. They'd see thousands of images capturing all the great...

New research suggests banning investment advice in the media

August 16, 2016

Many financial planners have long advised their clients to pay less attention to the media to avoid making investment mistakes, and new academic research is backing their counsel. In fact, the study goes further to say it may be a good idea...

Address the polarizing presidential election head-on with clients

August 8, 2016

Advisers should be talking about the U.S. presidential election with clients to make sure they aren't becoming overly fearful or too paralyzed by the uncertainty to make wise financial decisions. In the final months leading up to the Nov. 8...

When it comes to asset management, look for experience

August 3, 2016

In the midst of this heated and unorthodox presidential election year, the issue of experience is front and center. But, it turns out, experience is also a factor that should be considered when it comes to financial advice and asset management....

This is what will ensure your long-term success as an adviser

August 1, 2016

You're probably familiar with the phrase, "People don't care how much you know until they know how much you care." It may seem trite and overused, but as a real financial adviser, it defines much of what we should be doing. All signs point to...

Strategies for dealing with irrational clients

July 26, 2016

Financial advisers can use strategies based on behavioral finance research to better handle difficult clients, sometimes even adjusting portfolios to tamp down irrational behavior. A client who may be having a problem sticking to the investment...

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