Practice

Sharing, delegating that work load

When coaching advisors, one of the most important things our team works on is how to get the advisor focused on the important client-facing tasks and delegate the rest to their team.

By April-Lynn Levitt |October 28, 2011

1 min read

Helping your busy clients: Part Two

While busy discretionary clients may only want face-to-face meetings once a year, Franz calls clients at least quarterly to update them on portfolio performance, and other times to simply ask how a vacation went.

By Melissa Shin |October 25, 2011

4 min read

Meet the Denialists

I’d like you to meet a fictional couple named Jim and Betty Denialist, two advisors with Reasonable Financial Services. Jim and Betty insist they are responsible advisors who help their clients make smart choices with their money and until recently, had always encouraged their clients to invest 100% of their money in mutual funds.

By John De Goey |October 24, 2011

1 min read

Helping your busy clients: Part One

Adena Franz's phones were silent on June 2. "Sino-Forest blew up, and we didn't get one call," recalls the Montreal-based advisor. And despite having the beleaguered stock in her clients' portfolios, they won't hear about the hit until their annual reviews.

By Melissa Shin |October 24, 2011

5 min read