by James Osborne, Bason Asset Management At the beginning of my client relationships, we talk a lot about expectations. What I expect of the clients (to keep me informed, to help me help them make rational decisions, to ...Read more Comments Off on Managing Expectations
In the investment industry, few debates are waged more intensely than that between “active” and passive” investing. As investors read media coverage about the futility of trying to pick stocks and the advantages of investing via ETFs instead, ...Read more 0
This article is a guest post by Charles H. Green, of Trusted Advisor Associates. We all know we should write proposals that are less about us. We know we should spend less space on credentials and methodology; we ...Read more 0
This article a guest post by Bob Burg, acclaimed speaker and author of the underground bestseller, Endless Referrals. Imagine yourself as the prospect, hearing from numerous salespeople all interested in selling you their product or service, and all ...Read more 0
Matt Oechsli, President of The Oechsli Institute, discusses how to handle the premature and sometimes obnoxious fee question. Since 1978, The Oechsli Institute has helped financial advisors achieve their goal of reaching more affluent clients and building long-term ...Read more Comments Off on The Obnoxious Fee Question
...Read more Comments Off on Somebody’s Asking You About Robo-Advisors – How do you Respond?
Here are four strategies that have helped many HNW advisors attract clients. Note that these principles apply to prospecting more broadly — even if your target client has $500,000 rather than $5 million, you can still adapt them ...Read more Comments Off on Four Ways to Attract High End Clients
Why Selling Positions Should be Welcomed by You and Your Client By Brian Livingston, General Manager of SIACharts One of the hardest issues that an advisor has to face when making investment selections for their clients is to ...Read more Comments Off on Why Selling Positions Should be Welcomed by You and Your Client