New York Times

New York Times

Technology Won’t Organize Us, it Creates a Greater Need to be Organized

Speaking Narrow
My Practice
 Printer-Friendly Version  Email This Article Technology was supposed to make our lives simpler, and it has – provided you have discipline and realistic expectations. One thing it will ...
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A wake up call for advisors – Turmoil at the top of the market

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article “Once an accident, twice a coincidence, three times a trend” is a rule of thumb among observers of political campaigns. That’s why I ...
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Why Investors are ”Mad as Hell” … and What You Can Do About It

dan-r
My Practice
 Printer-Friendly Version  Email This Article Last Friday, Jason Zweig of the Wall Street Journal Street Journal wrote about fear and anger as the two dominant attitudes of American ...
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Business building advice from Olympians

dan-r
My Practice
 Printer-Friendly Version  Email This Article For the next two weeks, the world’s eyes will be on the Winter Olympics in Vancouver. Inevitably, we’ll focus on those  who excel ...
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Critical Knowledge About Older Clients

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article We’ve all seen the data on the percentage of assets held by older Canadians.  Research firm Investor Economics points out that at the ...
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Nine words that saved $600,000

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Recently, I read a sales tip by U.S. sales trainer Art Sobczak, inspired by a New York Times article on how restaurants are ...
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Must read articles to send clients

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Given today’s uncertain markets, many investors are looking to their advisors for guidance and direction, as well as useful insights.One way to help ...
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Stop wasting time and money on client communication

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article The world has changed in all kinds of ways over the last decade. First, attention spans have shrunk dramatically. Beyond this, most everyone ...
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“The pendulum never stops……”

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Occasionally, something we hear sticks in our minds and stays with us. When I was in business school in the 1970s, my finance ...
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An unexpected route to ecstatic clients

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Dan Richards
 Printer-Friendly Version  Email This Article A recent column in the New York Times about how to maximize the pleasure from vacations shed light on some recent conversations with ...
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More Articles to Send Anxious Clients

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articles you can send Dan Richards
 Printer-Friendly Version  Email This Article Last week’s post with articles to send nervous clients got a great response. In light of that, here are more articles from this ...
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New Research on the Science of Persuasion

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Dan Richards
 Printer-Friendly Version  Email This Article Robert Cialdini is a psychologist who has devoted his career to researching what makes people decide to buy. For many years a professor ...
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When clients face tough decisions

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Dan Richards
 Printer-Friendly Version  Email This Article Earlier in May, I talked about how advisors can be a resource to clients on some of their difficult personal decisions, not just ...
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Advice for Children Entering University

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Dan Richards
 Printer-Friendly Version  Email This Article It’s often the little things that build deep bonds with clients. For most students entering college and university, this fall is at the ...
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Articles that support your case

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Dan Richards
 Printer-Friendly Version  Email This Article When dealing with anxious clients, many advisors find it helpful to point to articles from credible publications that support your case. Here are ...
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