Steve Atkinson

Steve Atkinson

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Advisors may need to rethink their client education events. These sessions should help remind clients what they are paying you for.
Advisory practices that have a Nordstrom-like relationship with their clients have nothing to worry about. How does your practice stack up?
One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences. But if your philosophy is based on forecasting which stock or market sector will be "hot" then those experiences might not be very consistent.
Who would have expected that after four years of up markets, the S&P would return more than 32% last year? Here are some lessons learned from 2013, according to one advisor coach.
Thereís a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.
Your fee should be about more than just investment performance.
Bottom line: clients (and advisors) need to expect down periods. And, you need to be prepared to manage more emotions than money during your career as an advisor.
Physicians, lawyers and accountants all have a comprehensive, detailed set of rules or best practices that govern their actions in providing services to their clients. Unfortunately, Steve Atkinson writes, not all financial advisors have a consistent, universal code.
When it comes to passive investing, thereís a better way than indexing, according to blogger Steve Atkinson.
sometime today or tomorrow you will be meeting with a client to present or review an Investment Policy Statement. Over the course of this year, you will do the same with many clients because you know that the IPS is an essential tool. But are your firmís goals and plans as well documented?
Understanding why you do what you do really makes a difference.
The sequel is never as good as the original. Advisors have a hard time repeating outperformance.
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