Planning and Advice

Dollars & Sense Survey: Work with the gatekeepers

Know your clients’ gatekeepers, and make sure you can work with them. That message came through loud and clear in answers to a set of questions contained in the investor portion of our ninth annual Dollars & Sense Survey.

By Staff |December 1, 2010

2 min read

Helping your D.I.Y. clients

Self-directed investing isn’t a threat to advisors who take the time to truly know their clients, and it’s also no replacement for proper, holistic financial planning.

December 1, 2010

10 min read

Offering your clients more

What’s the most important thing a financial advisor does for clients? Provide sound investment advice and financial planning that clients can rely on? Maybe. That is, after all, the primary role of the financial advisor. But many would say that simply isn’t enough. Today’s clients expect more, so attracting and retaining them is about going […]

By Danielle Arbuckle |December 1, 2010

8 min read

Wink, wink, nudge, nudge

I recently read ‘Nudge’ a book about decision-making by Thaler and Sunstein. The book left me with a lasting impression.

By John J. De Goey |November 30, 2010

3 min read