Practice

Clients hate volatility? Here’s help

Clients hate volatility. But recent events have given you practice working with clients who are ready to press the panic button, sell everything, and then go long on canned tuna and bottled water.

By Staff |September 23, 2011

2 min read

A crisis of confidence

Recently I met with an investment advisor. I could tell immediately he simply wasn’t himself. He admitted his “head hasn’t been in the game for some time now”. He was thinking of leaving the business.

By April-Lynn Levitt |September 23, 2011

3 min read

KYC is about asking the right questions

Embrace the power of curiosity. Advisors must reengage their curiosity quotient and have dialogues instead of monologues with their clients.

By Vikram Barhat |September 22, 2011

3 min read

Time to step up

This business needs your help to fill the shoes of retiring advisors. And with women comprising only 20% of the advisor population, how can we ensure part of the future is female?

By Melissa Shin |September 20, 2011

1 min read