Focus on managing expectations and long-term thinking
Tool helps to discourage clients from checking portfolios frequently
You can be a calming influence for clients whose judgments are clouded by emotions
Boomers, Gen X and millennials have distinct preferences
Some income-focused ETFs have adopted sophisticated methods - such as put and call options - to improve returns
U.S.-based firm aims to use its deep pockets and unique methods to expand in Canada
Meet with both spouses first, and remain objective
Focusing on a narrow niche makes you stand out
Learn more about your clients through conversation, not interrogation
Explain what they get for the money they pay