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Summary: In general, financial planners do not have the best reputation. I should know — I’ve been working in the industry for the past 20 years. I have been to cocktail parties where people walk away the moment they hear that I’m a financial advisor. But why? And what should we do about it?
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Summary: Whether it’s an illness impairing judgment, an accident or unforeseen tragedy, thinking about life’s worst curveballs (never mind preparing for them) isn’t always on an investor’s radar. But not planning for them can be far worse—especially for those who’ve spent a lifetime accumulating and building their wealth. The Alzheimer’s Association reported that one in three seniors dies with Alzheimer’s disease or another form of dementia. According to a 2015 Rocket Lawyer estate planning survey by Harris Poll, 64 percent of Americans don’t have a will.
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Summary: Are you confident that clients’ data are walled off behind sufficient cyber protections?
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Summary: Many financial advisory firms are seeing more automation in their middle- and back-office operations, according to industry experts.
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Summary: No doubt within the first ten minutes of becoming a financial advisor, you received a list of taboos: those things you are never allowed to do because they are either ethically or legally forbidden. At the top of that list: using client testimonials.
