Jonathan Clements

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

Focusing on market-beating performance is a flawed strategy, says new columnist Jonathan Clements. Instead, advisors should focus on clients’ entire financial lives.

Volatile times can be scary, but clients may be more prepared than they think they are -- helping them realize that will make riding out the tough times a lot easier, columnist Jonathan Clements says.