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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