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Don’t Overlook the Importance of Advisor-Client Compatibility

It’s no secret that the financial advisory profession is far from diverse. As of 2020, a full 82% of advisors are White and just 16% are women, according to the Financial Planning Association (FPA). Even worse, less than 4% of the industry are Black or Latino. As the country continues to grapple with the [...]

By |2021-04-17T09:46:24+00:00March 25th, 2021|Advisors, Investing, Personality|0 Comments

Using Financial Personality to Guide the Advisor-Client Relationship

All financial advisors are familiar with the phrase: “Know Your Client.” It all boils down to the importance of knowing the priorities of the person you are advising. The guidance you lend to your clients may change what is financially possible for them years down the road -- from what house they can afford, [...]

By |2021-04-17T09:47:56+00:00March 14th, 2021|Advisors, Investing, Personality, Risk|0 Comments

Helping Clients And Advisors See Eye-To-Eye On Risk Tolerance

There’s no arguing that risk tolerance is a complex metric, consisting of everything from the client’s financial goals, to their investment timeline, to the amount they want to invest, and their plain old gut comfort level. But a lack of attention paid to risk tolerance at the beginning of an investment relationship can have [...]

By |2021-04-17T09:48:29+00:00January 1st, 2021|Advisors, Risk|0 Comments