Updated Saturday, August 29, 2015 as of 12:56 PM ET
Pulling Clients Away from the Panic Button
In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails.
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Planners worry about client fatigue if the downdraft drags on. more »
How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients. more »
People are looking at social security more strategically… it's heavily nuanced [and] if you make the wrong decision it has significant implications for the future," Howard Schneider, president, Practical Perspectives. more »
Advisors who listen attentively build better connections with clients. more »
"You're getting them through one of the worst things in their life, whether they wanted the divorce or not," says advisor Charles Day. more »
Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals. more »
Junior recruits entering the business as potential partners have their own take on how to boost business. more »
This exceptional woman is helping other women transition to better, more financially stable lives. more »
This newly formed $500M RIA specializes in professional athletes and the corporate elite. more »
Clients often resist their advisors when it comes to selling losers in their portfolios – especially when it means a larger tax bill. Here's how to loosen their grip. more »
If our goal is to motivate our clients to engage in financial planning, we need to find the best way to facilitate their learning. more »
To appeal to this demographic, this advisor focuses on technology, fee structure and building a strong online presence. more »
Advisors on the Move: UBS Lures a $2B Mega Team
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