Effectively advising apprehensive first-time investors
“As with all clients, it is clear that the primary concern with a new and nervous investor is understanding their unique investment requirements and ensuring that they are comfortable with the course of action you choose to take together. By helping clients understand their attitude to risk and capacity for loss, advisers can help ease uncertainty and avoid the risk of ill-thought-out decisions, especially in more challenging investment environments.”
How to cater for a new and nervous investor (Louis Williams)
The client experience
How to help younger people who stumble into wealth (Simoney Kyriakou)
Should clients try a practice run of their retirement? (Christine Benz and Susan Dziubinski)
How advisers can shape a clients’ money mindset (Patrick Cairns)
The advisory profession
What needs to be done to combat ESG “greenwashing”? (Victor García Priego)
Does the profession need to embrace new technology? (Ian McKenna)
Five lessons from a unique era for the profession (Beverly Flaxington)
Work and business
Is it possible to be overoptimistic about meeting deadlines? (Christopher Cox)
Decisiveness is the key to progress (Tony Vidler)
Adviser marketing
Young advisers need to embrace niche marketing (Kristen Luke)
Keeping your advisory firm relevant in the digital era (Elizabeth Harr)
An example of effective adviser website design (Stuart Farst)
CONTENT FOR ADVISERS
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