May 31, 2013
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.
May 7, 2013
When it comes to passive investing, there’s a better way than indexing, according to blogger Steve Atkinson.
March 27, 2013
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 firm’s goals and plans as well documented?
March 5, 2013
Understanding why you do what you do really makes a difference.
February 5, 2013
The sequel is never as good as the original. Advisors have a hard time repeating outperformance.
January 2, 2013
Asking the right questions from the start can ensure you discover the kind of clients you really want for your business.
December 10, 2012
Maximizing consistency, minimizing expenses, articulating a clear value proposition and strong peer collaboration are essential for successful wealth advisors.
November 19, 2012
It is absolutely impossible for a client with a fundamental fear of the future to become a successful investor, or even to formulate a rational long-term financial plan.
November 6, 2012
Successful advisors chose their third-party partners wisely so that they can best use their extra time to make a greater impact on the individuals and families they serve.
October 23, 2012
Wall Street may still be in love with complex financial instruments, but more and more investors are choosing a simpler, more prudent way to invest, and Steve Atkinson explain that that is why the assets under management with independent wealth advisors continues to grow.
September 27, 2012
Advisors need to help clients focus on their long-term plans by demonstrating the risks of short-term emotional decisions.
August 28, 2012
One of the most important things any advisor can do to for his or her clients is to help them understand what underperformance really means, according to Steve Atkinson, "The Advisors' Coach."
August 22, 2012
Steve Atkinson, "The Advisors' Coach," says investing in people, entrepreneurship and improved corporate efficiencies is a far cry from gambling and it's important that advisors and their clients appreciate the difference.
June 18, 2012
Now is the time to find out if your current business model is providing the kind of client experiences that makes you either a wealth manager or an investment facilitator. (And if you don’t know, you should because your clients surely know the difference.)
