Behavioural coaching once again added the most value
Tech, profound shocks have changed investor behaviour
Advisors play an important role in enhancing resiliency
More financing and advice is needed, a Scotiabank report suggests
Being empathetic and sharing facts can keep clients grounded during tough times
To ease client worries, advisors may need to be responsive in case of emergencies
A report from Greenwich says technology makes investing more accessible but no less complex
For clients making life changes during Covid-19, advisors are providing clarity
Sometimes your best approach is to refer your client to a lawyer or other professional
J.D. Power finds customer satisfaction increases dramatically when clients receive advice that meets their needs