Trying to avoid behavioral mistakes and choosing between active and passive funds have become so familiar…
Tag: Behavioral finance
How financial advisors can build intentional firm culture
Every firm has a culture, whether it actively builds one or not. Yet many firms fail…
Gen X split: Why advisors need two strategies
Generation X is anything but uniform, especially when it comes to money. Often labeled the “forgotten…
Student-athletes with NIL deals need help from advisors
The financial landscape has changed drastically for college athletes, and Arch Manning is the poster boy…
The Next Step: Millionaire store clerk eyes early retirement
There’s low-cost living, and then there’s the freegan-living millionaire featured in this edition of The Next…
Tax-smart portfolio management of concentrated investments
A client walks into an advisor’s office with a portfolio assembled over a period of years…
How advisors can respond to suicidal ideation in clients
Years ago at a previous firm, Gene Thompson’s colleague, a fellow financial advisor, came to him …
Long-term process, not product, key to retirement planning
In September 2007 I made the career shift from airline pilot to financial planner. The transition…
Study explores financial stress triggers
A traditional “siloed” approach to financial planning fails to guide clients through the stress and trauma…
The Next Step: Auditing a young lawyer’s retirement plan
Retirement planning can feel overwhelming, but what if taking just one step could improve your outlook?…
Psychedelic-assisted therapy and financial planning
Psychedelic drugs that have shown therapeutic promise for veterans with post-traumatic stress could help some people…
How can advisors guide overspending retirees
While financial advisors are happy to guide clients to a comfortable and enjoyable retirement, some wind…
How to reassure clients during market turbulence
On my first day in production as a young stockbroker, the Dow Jones Industrial Average closed…
Online course to support clients with addiction
A trailblazing online course to train financial advisors on how to assist clients with addiction and…
Nationwide survey: Gen Z disillusioned with retirement
When will you retire? For nearly 1 in 5 Gen Zers, the answer is: maybe never.…
Direct indexing keep clients invested in volatile markets
“Everyone has a plan until they get punched in the face.” — Mike Tyson Advisors are…
5 tips for virtual financial advisors
Zoom calls and screen sharing may feel like the norm for many financial advisors these days,…
Advisors favor underutilized strategies over asset buckets
Is it time for financial advisors to kick the bucket strategy? In the decades since financial…