Updated Monday, August 31, 2015 as of 4:51 AM ET

The Household Balance Sheet: A Quick Planning Tool to Measure and Manage Client Finances

As many financial planners have discovered over the past few years, unsettled markets mean many nervous phone calls and emails from clients. Investors want to know why their investments may be down and when the turmoil will stop. Of course, no advisor can predict the future and many are therefore left with little more to offer than general reassurances. They have nothing in their toolboxes to relieve or lessen the client’s anxiety – and that can lead to unpleasant conversations.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (1)
To understand the business has really become troublesome people who do not work out on correct advice efficiently lag behind making it difficult for them to
understand investment plans correctly and encapsulate everything in the direction of good profit. These all points are greatly reflected in your blog making it effective for reader's thanks for sharing it.
Posted by tasha123 s | Friday, July 12 2013 at 4:18AM ET
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here