Here are five key things to consider to improve your bottom line.
Clients want tailor-made plans. Women advisors deliver
Financial services industry has been slow to adopt social media and has so far been unable and unwilling to leverage the medium to its fullest potential.
When brokers leave a brokerage and join another, ethically they are expected not to solicit clients they served at their previous job. But that happens all the time.
Two of the precepts of behavioural finance are overreaction and availability bias. Studies have shown we overreact to newer information, both good and bad.
In 1995, I contracted severe pneumonia and lost 18 pounds along with my will to live. I was a secretary for an insurance brokerage but a colleague coaxed me to leave and rediscover myself. After recovering, I got my insurance licence.
Some advisors are worried the surge of ETFs means the death of trailers. That’s wrong-headed. Instead, accept these six realities to create a mutually beneficial relationship with clients
You’ve had it with Your dealer. It’s time to move to one with better service, faster trade clearing, and improved market access. But how will it impact your clients? Here are eight things to consider:
Asking the right questions means you’ll get real answers that help you build a productive advisor-client relationship-or sidestep a potential landmine.
James Pelmore - Senior Investment Advisor, Director of Private Client Group, DWM Securities Inc.