Total: 3 results found.
Clients Want Performance But Advisors Want To Give Them Something Else
(Matching tags: Due Diligence,hehavioral finance,investment strategies,goals,investment,client satisfaction)
Nearly 60% of advisors anticipate difficulties reaching their clients’ investment goals in the current market. But the clients see things in a far different light: Only 32% of the clients think their ...
Monday, May 21, 2012
A Practical, Low-Cost Approach To Helping Couples Resolve Conflicts Over Money And For Working With Clients Whose Behavior Does Not Match Their Goals
(Matching tags: hehavioral finance,life planning,financial planning,client communications,investor behavior)
With many life-planning programs providing training to advisors to help them advise clients on the “soft side” of money, here’s a a simple but effective low-cost methdology for helping ...
Monday, May 07, 2012
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 ...
Monday, April 16, 2012
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