Updated Friday, August 28, 2015 as of 3:15 PM ET

When Good Clients Behave Badly

Is it difficult for your clients to take financial action? Are they responding to your guidance? Do you have clients who are initiating behavior such as insisting that you sell or liquidate all of their assets, and are they basing their decisions on their own irrational thinking, instead of your advice? And of the clients who have remained in the market, do you find that they are afraid to commit to financial planning principles that worked in the past such as diversification or asset allocation?

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 (0)

Be the first to comment on this post using the section below.

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