Important new research – Talking to Seniors About Volatility

Wednesday, June 2nd, 2010

Earlier this month, new research was released on how to talk to seniors about their investments. Titled “Behavioural finance and the post-retirement crisis” and sponsored by Allianz Insurance, this report compiles findings on how older investors perceive risk and make financial decisions . Ten top psychologists, consumer behaviour experts and behavioural economists contributed to this […]

Articles You Can Send to Clients (July 15, 2009)

Friday, December 18th, 2009

As prefaced in today’s newsletter: During this period of heightened requirements for communications to your clients, keeping in touch with your network of clients and prospects is critical. While there is no substitute for one-to-one meetings and phone calls, weekly or periodic emails are an effective way of staying visible and developing frank and open […]