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Tag: independent broker/dealer

Virtual Office

The idea of “going virtual” is not for every advisor—or every client, for that matter. However, doing so may offer a range of potential benefits that can help grow a practice and increase its profitability. Read on!

 

 

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Overcoming Phantom Client Objections

To successfully convert transaction-based accounts to fee-based accounts requires a belief on the part of the investment professional that a conversion benefits their clients. Without that belief, no financial advisor can or should convert their book of business.

 

 

 

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Behavioral Approach to Portfolio Rebalancing

One of the key distinctions between traditional mean-variance asset allocation and behavioral theory is how risk is defined. Modern portfolio theory (MPT) defines risk as the variance around the mean return, while behavioral theory suggests that individuals view risk in terms of not meeting an important financial goal.

 

 

 

 

 

 

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