You probably are well aware of my belief that teaching your clients about the foundations of investing is important to maximizing your relationship, right? As I’ve covered in my last couple of posts, educating your clients on issues such as timelines for financial...

Hello, advisors, and welcome back to my series of blogs on the foundations of investments. In our first blog, we talked about the importance of teaching your clients about timelines for their goals and how to match up the right saving/investing plans to help them...

If you’re anything like me, you have a lot of clients who ask questions like, “Should I invest in real estate?” or “What are the hot stocks this quarter I should pay attention to?” I find that many of my clients who ask these questions don’t yet understand the...

As an independent advice-based planner, your job is to guide your clients through life as both a fiduciary and financial counselor. This means that you’re much more than a stock picker or someone your clients call on when they want to put more money into their...

Have you developed some close relationships with your clients throughout the course of your career as an advice-based financial planner? If you’ve achieved any level of success, the answer to that question is probably yes. One of the great things about being an...