Financial Planning - October 2018

Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.

Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.

Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.

Here's what I've realized since I penned my original missive to the commission.

Think of it also as charisma, personality or magnetism. This seemingly elusive trait means these advisors light up a room when they walk into it.

Training programs may seem expensive, but they cost just pennies compared to the expense of losing talent and hiring replacements.

Leave this bad influence back where it belongs — in high school.

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.

To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Miguel Sosa has found that LinkedIn videos help him reach his global client base.