Why Clients Need Help With Family Governance Many clients don't know this area of expertise exists, but they know they need help with it, says Paul Pagnato, whose Pagnato-Karp Group works with UHNW families. Here's how advisors can help clients with family governance.
How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
How Can Advisors Detect Lying Clients? Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
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Effective use of social media can help advisory firms enhance branding, relate to clients and generate leads for new business, says Joanna Belbey, a social media and compliance specialist for Actiance.
Ann Marsh is Senior Editor and West Coast Bureau Chief of Financial Planning Magazine. She is also chair of the magazine's conference series, Women Advisors Forum. Prior to joining FP in late 2011, Ms. Marsh wrote a personal finance column for the Los Angeles Times for more than five years and, in the process, worked closely with financial planners. She is the co-author of several books including Copy This!, the autobiography of Kinko’s founder Paul Orfalea. A former longtime staff writer with Forbes Magazine, in both New York and Los Angeles, Marsh worked on the Forbes 400 for two years and wrote both cover stories. A former freelance writer based both in Prague and in and around Los Angeles, Ms. Marsh’s work has appeared in dozens of publications and websites, including The New York Times, Fast Company, O The Oprah Magazine and her alumni magazine, Stanford Magazine. One of her 9/11 stories was excerpted as the introductory essay in a book published by Salon.