Client Communications

A 4.9-Average Star Rating For Israelsen's Greatest Client Hits

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by agluck     August 04, 2018      0.0 (0) Craig Israelsen, using metaphors to explain complex investment concepts, received a 4.9 average star rating and rave reviews for his CFP continuing education session comprised of his favorite clients lessons. For example, Craig recalled a piece of wisdom given to him about raising his six children. “The child who needs love the most is likely

How To Lose A Client

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by SherylCPA     October 24, 2017      0.0 (0) I just got a new client. She recently lost her husband Bob and had been trying to piece her life back together. One of the items on her list was to familiarize herself with their investments and do some financial planning.     She set up an appointment with their advisor, who was a friend of her late husband. At the meeting, she felt the

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The Nexus Of Investor Behavior And Expectations

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by agluck     April 30, 2018      0.0 (0) Craig Israelsen highlights the nexus of investor expectations and behavior, the point where investors expect too little of themselves and too much from their portfolio. Dr. Israelsen confronts a common investor mistake, one that’s in front of us but overlooked.   In a session that received an average rating of 4.7 out of five, Dr. Israelsen t

Information Warfare Is An Opportunity For Financial Professonals

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by agluck     February 20, 2018      0.0 (0) The criminal conspiracy to meddle in the 2016 U.S. presidential election devastates the credibility of online social platforms. Likes are not trustworthy. They're easily faked. Russian bots right now are flooding Twitter with posts about gun control.  In undermining trust online, the information war is strengthening the role of autho

Financial Advisor Mascots

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by agluck     September 18, 2016      0.0 (0) Financial advisor mascots are creatures, teachers, cartoon characters in videos, doodles that come alive onscreen as your firm’s spokesman. The GEICO gecko is a classic example of a mascot, and that technique can be used by advisors.   Four and a half years ago, Elliot Weissbluth of HighTower Advisors posted a YouTube video targe