1. The Facebook IPO Is More Than A Social Media Investment: It Can Help You Build Your Business And Enhance Client Relationships
(Matching tags: investing,client education,marketing)

The Facebook coming-to-market event has been likened to a Super Bowl party. Whether people will own shares doesn’t matter. They want to participate in the excitement.   You may not be able ...

2. Defining Risk Through Purpose Will Change The Way You Serve Clients And Enhance The Investment Strategies You Recommend
(Matching tags: Advisor businesses,investing,client education)

... business with your clients. That’s a lot to take in, much less to manage.   All of this change involves risk. Change and risk also bring opportunity. It’s the most exciting time in ...

3. High Risk Alternative Investments May Offer Entertainment As Well As Returns
(Matching tags: risk,client education,high net worth,alternative investments)

  Racing season was kicked off this past weekend with the Kentucky Derby. If you’re looking for different types of alternative investments for well-heeled investors, race horse investing can ...

4. Tax-Efficient Investment Management Advice Is Becoming A Complement To Advice Of Tax Professionals
(Matching tags: strategic planning,Tax-efficient investing,client education)

Tax professionals are leaving gaps in tax advice that advisors are taking it upon themselves to fill. Tax-efficient asset management is growing as a necessity in the face of changing tax laws anticipated ...

5. Ending Keynote At IMCA Conference Says Advisors Also Are Subject To Hindsight Bias
(Matching tags: investing,client education,investor behavior)

  Dr. Richard Thaler was interviewed during the closing session of the recent Investment Management Consultants Association (IMCA) conference. He said that advisors as well as investors were subject ...

6. The Rate At Which Your Clients Spend Can Have Long-Lasting Wealth Effects
(Matching tags: investment strategies,client education,asset management,investor behavior)

... clients on a cash management and asset-liability basis is critical to the future of their wealth. Here are some ways to talk to clients about spend rates, cash management, and preparing for the unexpected. ...

7. Case Study: How Behavioral And Generational Biases Influence Your Clients' Investment Decisions
(Matching tags: investment strategies,client education,investor behavior)

Behavioral biases cause clients to make investment decisions based on emotions and cognitive misperceptions. If you break these biases down into 20 different behaviors as author Michael Pompian does in ...

8. Suicides Linked To Economic Crisis Spike In Europe; Meanwhile, Here At Home, American Psychological Assocation Offers No Special Training For Psychologists To Treat Problems Related To Money
(Matching tags: hehavioral finance,US investing,client education)

The suicide rate rose by 24% in Greece and 16% in Ireland between 2007 and 2009, according to The New York Times, and, in Italy, suicides by men related to financial issues between 2005 and 2010 spiked ...

9. Most Investors Between 18 And 34 Are Unaware Of The Benefits Of IRA Accounts
(Matching tags: client education,IRA,retirement)

Investors of all ages are not taking full advantage of the benefits of IRA accounts. This means even younger investors could end up short when they reach retirement age. In a recent survey conducted ...

10. Confirmation Bias Can Make You Think You Are Giving Unbiased Advice When You Are Really Justifying Your Own Thinking
(Matching tags: investment strategies,client education,client satisfaction,investor behavior)

... them in your clients.  ...

11. If You're Not Already Offering Cash Management To Your Clients, It May Be A Service Offering You Want To Develop
(Matching tags: investment strategies,client education,investor behavior)

  Making money and keeping it are two different skills. No group is immune from this fact—not even the affluent. The rate at which the wealthy spend money is a concern across all levels of ...

12. Is "Active Share" The Way To Find Skill?
(Matching tags: financial advisor,investing,client education,active management)

Are you familiar with “Active Share”? I’m getting more & more calls about it. I think the pendulum has swung again.

13. Debt Inheritance Can Topple Estate Planning Intentions
(Matching tags: estate planning,asset management,client education)

The fallout from the mortgage crisis is affecting inheritors in unexpected ways. Heirs may find themselves owning a house worth less than its financed value. They also may find themselves facing credit ...

14. Here's A Chance For You To Participate In The Internet Movement To Improve Everything
(Matching tags: profession,investment fiduciaries,leadership,client education,financial planning,family offices,fiduciaries,Offbeat,investor behavior)

Here's a pre-written email financial advisors can send to local psychologists to get them to sign a petition to create a financial division at American Psychological Association.   If you're ...

15. Why Do We Have A Central Bank?
(Matching tags: client education,Federal Reserve,economy)

  The Fed. It has come under fire from both sides of the political aisle for:   ·         Not acting fast enough ·         ...

16. Venture Capital Client Education
(Matching tags: client education,alternative investments)

... hundreds of millions or more—that he or she is an astute, sophisticated investor.   It’s always prudent to talk to clients and prospects about their investment experience. They may ...

17. Tax Scam Alerts
(Matching tags: client education,fraud,Taxes)

It’s tax time. And many of your clients are scrambling to get forms together, fund that IRA they set up in December, or get the cost basis of grandma’s stock they sold to pay her retirement ...

18. Whose Money Is It? Women Clients Are Astute Wealth Owners
(Matching tags: niche management,marketing,client communications,client education,business strategy)

... Since 2008, the amount of women-controlled wealth has compounded at a rate of 17%. How much of that wealth is in your client base?  ...

19. Widows Young And Old Have Special Needs
(Matching tags: client education,marketing,niche)

Although women are in control of most family assets these days, that does not mean they are not subject to the emotional angst that accompanies grief after the death of a spouse. Even financial savvy ...

20. To Get Your Clients Referring, Teach Them The Trigger Phrases
(Matching tags: trigger phrases,differentiation,client education,marketing,referrals)

  “I believe any salesperson worth their salt has developed a list of phrases, situations, and verbal clues that, if heard during a sales presentation, signal it’s time to take the order. ...