Already a Financial Advisor IQ Reader?
May 1, 2013
To Cater to Women, Learn Their Language
Advisors who realize that males and females think differently about money “have clients for life.”
The Threat from DIY Planning Sites Isn't Looming — It's Here
Younger investors don't really care about face-to-face interaction, and they balk at traditional fees.
Going Cold Turkey on Bad Advisor Habits
These destructive behaviors can harm your business — but you can change them.
VideoUse a Client's Investment Idea to Prove Your Value
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|