Even when clients know what they want, it’s still pertinent to counsel them on the bigger picture. It deepens the conversation, increases trust and confidence, and makes it hard for them to go anywhere else.
Investment and securities
Articles relating to the investment and securities.
The investment management industry is taking notice of Horizon Investments and its “goals-based” approach to asset management. A client’s life and financial objectives should be determined as early as possible so that…
The modern financial planner must consider many different factors when devising solutions for their clients. Among the most important is a client’s ability and willingness to take on risk. But how do…