Firm Management and Client Relationships
Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.
What are the five most common client concerns and how can we address them?
“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.