How to Communicate With Clients During a Down Market
A down market can be a stressful time for advisors and their clients. For financial advisors, it is important to maintain communication with clients during this time and ensure that they are kept up-to-date on the latest market news. The
Deloitte Redefines Home Field Advantage: Why Financial Advisors Should Pay Attention
Deloitte conducted a study with more than 4,000 adult US professional sports fans back in 2015. The research explored the fans' attitudes and behaviors both in and out of the stadium during both on and off-season to try and gain
Breaking the Cycle: How Financial Advisors Can Better Serve Women Clients
Surveys show many advisors still don’t communicate well with women. Here’s how to keep them as clients. Let’s start by considering the following scenarios: A married couple, Jane and Bill, have $2 million in total retirement savings under management by their financial