How long can you go without bringing your values into a client conversation?
A financial advisers' purpose is to present the options, not pass judgment.
How financial advisers should discuss their pay with clients
Whatever your business model, you'd better be prepared to disclose that compensation.
What financial advisers can do when clients make mountains out of molehills
Humans are great at projecting way into the future about something that may or may not happen.
How to prevent clients from reacting to what everyone else is doing
Listening with empathy and reminding people of their goals almost always stops them from jumping off the proverbial cliff.
How advisers can explain the big difference between trading and investing
Help clients understand that a difference does exist and respecting that difference matters if they want to reach their goals.
How advisers can explain investing done right
Shift from focusing on investment returns to talking to clients about their goals.
Real financial advisers should always have an opinion
An adviser's job isn't to offer a random selection of options; it's to assess where clients say they want to go and where they are in that journey.
Pull clients back from obsessing over the markets
You can't begin to help them avoid falling into this trap until you empathize with them.
Industry should understand being a fiduciary is right for both clients and business
It's much easier to put clients first and keep them there than to find a new tool or product to sell.
How to coach clients through their financial blind spots
Clients will appreciate candor, but they're not always prepared to apply what they hear.