Knowing your client’s mindset — and your own — can help you tailor advice
IFIC's annual investor survey sheds light on how CRM2 cost reporting impacts your client
Advisors can build trust with clients by explaining fees
Financial advisors can build deeper connections with clients by using active listening skills
Situations become complicated when couples aren’t on the same page about their goals
Smaller and "mass market" investors receive little in return for the money they pay for financial advice
Financial advisors should be aware of how to identify and engage effectively with vulnerable clients
MD Financial reports that only one-third have concrete plans and goals for retirement
Cross-border clients likely will require portfolio changes
For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.