Welcome to Financial Advisor IQ

Community: Polls

  • July 8, 2014
    Do You Explain Investment Terms Like Beta and Valuation to Clients?

    Advisors eat and breathe financial concepts most people comprehend vaguely, if at all. Should you explain them in layman’s language?

    No Comments
  • July 1, 2014
    How Casual Is Too Casual for Summer Office Wear?

    It’s hot. It’s sticky. Should advisors consult their own comfort or play it safe?

    No Comments
  • June 24, 2014
    Does Your Firm Keep Summer Hours?

    Many businesses give employees time off or flextime to enjoy the long, warm days. Does yours?

    No Comments
  • June 17, 2014
    What Do You Find Most Stressful About Being an FA?

    You’re in a job with long hours, lots of responsibility and no control over markets. Specifically, what aspects of being a financial advisor set you most on edge?

    Last Comment: June 17, 2014
    1 Comment
  • June 10, 2014
    Do You Use Tactical Programs in Client Portfolios?

    Since the financial crisis, some investors have lost faith in buy and hold. Are you a fan of tactical asset allocation?

    No Comments
  • June 3, 2014
    Why Do Some Advisors Keep Their Books So Small?

    Average assets under management for a financial advisor in 2013 were about $90 million, according to research firm PriceMetrix. What’s the story with FAs who manage half, or even less than half, that amount?

    No Comments
  • May 20, 2014
    Does Your Practice Focus on a Niche?

    Carving out a niche is often portrayed as a best practice for financial advisors. Have you done so yet?

    No Comments
  • May 13, 2014
    Why Do Young People Fire Their Parents’ Advisors?

    A majority of heirs take their assets out the door and hire a new wealth manager. What drives them away?

    No Comments
  • May 6, 2014
    Do Female Advisors Make a Team More Effective?

    Many firms strive for gender diversity, on the theory that clients get better service from a mixed team. Do they?

    Last Comment: May 6, 2014
    1 Comment
  • April 29, 2014
    What Do You Look for in an External PR Firm?

    Many independent advisors outsource at least some of their marketing function. What should a good professional publicity outfit provide?

    No Comments
<< 12 13 14 15 16•17• 18 19 20 21 >>