Archive for October 2015
Why one “nice” financial advisor lost two clients!
Recently I had an interesting conversation with a young woman. We were talking about financial advisors when I mentioned that advisors will have to justify their fees by actually delivering service once new fee transparency rules come into play. I was not prepared when she said, “what does ‘providing service’ mean?” I had to think…
Read MoreA Failure to Communicate What Financial Advisors say and what Female clients hear
It certainly is not news that men and women think and behave differently and while this has traditionally been a great source of material for comedian, it is no laughing matter when it comes to business. When financial advisors “misinterpret” what their clients are saying or visa versa, it can lead to confusion and even…
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