Category Archives: Client Communication
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
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
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
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
How Financial Advisors Should Actually Use AI
Most advisors are using AI backwards. Not because the technology is bad. Quite the opposite. [...]
Jun
What Advisors Should Remember During Geopolitical Fear
On a recent coaching call with an advisor in The Behavioral Finance Network, he mentioned [...]
May
When Concern Isn’t About the Markets Alone
I was recently talking with an advisor about a client who was uneasy about the [...]
Apr
When Markets Get Emotional, Advisors Need More Than Investment Answers
Over the past few years, one of the most meaningful shifts in wealth management has [...]
Mar
Tis the Season of Forecasts
Right now, we’re already seeing expert forecasts for 2026, highlighting the importance of understanding market [...]
Dec