Firm Management and Client Relationships
“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. "Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.”
Successful adviser-client relationships are built on more than just investment advice.
After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.
Clients have concerns about inflation. Here are a few tips to approach these conversations.
What is the 3Ps method? And how can it transform rejection into approval?
What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?
How can we mitigate sequence of returns risk (SoRR)?
Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.
Standard deviation fails to characterize risk in a way that matters to most investors.
Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.