The Most Powerful Communication Skill Advisors Rarely Think About
Communication is an important aspect of every financial advisor’s job. We communicate lots of information: [...]
Aug
The Scam Call That Didn’t Seem Like a Scam
Scammers aren’t just stealing money; they’re exploiting the very cognitive biases we spend our careers [...]
Aug
When Clients Send You Headlines, Don’t Answer the Question They’re Asking
Every advisor knows the feeling. Your phone buzzes. A client sends a screenshot of an [...]
Aug
Probability Doesn’t Feel Like Probability
One of the most difficult realities investors face is that the future is never certain. [...]
Jul
The Evidence We Never See
A few weeks ago, I was flying home from Denver with a scheduled 9:00 a.m. [...]
Jul
Stop Forwarding Market Commentary to Your Clients
Most advisors send market updates to clients. The problem isn’t that clients shouldn’t know market [...]
Jul
If You Knew Tomorrow’s Headlines, Would You Beat the Market?
Most investors think they know the answer. Is it really possible to Beat the Market [...]
Jul
The Freedom Most Investors Give Away Every Day
Every year, as Independence Day approaches, I find myself thinking less about fireworks and more [...]
Jul
Most Advisors Do This Every Month to Their Clients’ Detriment
Every week, investors consume a steady stream of headlines designed to capture attention. “A recession [...]
Jun
The Psychological Strategy That Finally Got My Client to Enjoy His Money
In the financial planning profession, considerable attention is devoted to helping clients grow their wealth. [...]
Jun