Practical analysis for investment professionals

Communication


Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.

On Investment Objectives and Risks, Clear Communication Is Key, Part 3

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

On Investment Objectives and Risks, Clear Communication Is Key, Part 2

Standard deviation fails to characterize risk in a way that matters to most investors.

On Investment Objectives and Risks, Clear Communication Is Key, Part 1

Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.

The Future of Work for a Post-COVID Investment Industry

The future of work has already arrived for investment professionals.

Eric Sim, CFA: The Diversified Career Portfolio

Diversification is just as critical to career portfolios as it is to investment portfolios.

“Your Network Is Your Net Worth”: Seven Tips to Propel Your Career

Your social capital grows as the people you help today advance their careers and step into more senior roles tomorrow.

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.

Living in a Digital World: Three Ways to Connect with Clients

Client relationships are the foundation of financial advising. So how can advisers connect digitally?

Networking in the COVID-19 Era

Networking is like the first step on a steep stairway. No one makes it from the floor to the next landing in one grand leap.



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