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The Client: Special services


  • August 6, 2013
    Are Wealthier Clients More “Difficult”?

    Rich people are often accused of having an outsize sense of entitlement. In your practice, do clients’ demands rise in proportion to their net worth?

    No Comments
  • August 5, 2013
    To Help Clients Succeed, Break the Financial Planning Mold
    Advisors can fix the process’s built-in defects.
    Last Comment: August 5, 2013
    1 Comment
  • August 5, 2013
    Financial Advisors on Film: A Sad Celluloid Legacy
    Some wealth managers think Hollywood is missing a great opportunity.
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  • August 2, 2013
    Keep Good Advice From Going Bad
    Remind your clients: Today’s financial plan may not hold water years from now.
    No Comments
  • July 31, 2013
    What Would It Really Cost Brokers to Become Fiduciaries?
    SIFMA says $8 million — but plenty of bank executives make that much in a year.
     Transcript   Video [ 1:14 ]  
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  • July 31, 2013
    RIA Owners Push Back on Wirehouse Claims
    The notion that Wall Street firms are looking more like independents goes only so far.
    Last Comment: July 31, 2013
    1 Comment
  • July 31, 2013
    Don’t Let Clients Confuse a Good Story With the Truth
    Market pundits aren’t really interested in accurate forecasts.
    No Comments
  • July 31, 2013
    Put Money in Stocks? Most People Would Literally Rather Die
    Investors are terrified of equities, and young ones also avoid financial planners.
    No Comments
  • July 30, 2013
    How Do You Work With a Tax-Obsessed Client?

    A new client with just over $1 million to invest seems obsessed with minimizing taxes. In fact, she worries more about taxes than about returns — a trait that didn’t emerge in your introductory interviews. How do you work with her?

    Last Comment: July 30, 2013
    1 Comment
  • July 30, 2013
    To Improve Your Practice, Become a “Cyborg”
    Robots can’t manage client behavior, but great technology makes human advisors more competitive.
    No Comments
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