You can now make a long-term difference in the lives of your clients if you know how to recognize and minimize the effects of emotion on judgment
We're constantly telling clients to remain calm during sell-offs. It's just not possible
Less than half of parents let their kids make real financial decisions, and that’s a problem
The most critical part of a financial plan is usually whether or not the client has done their part.
Public hatred of the wealthy is one of the last bastions of acceptable prejudice
Public hatred of the wealthy is one of the last bastions of acceptable prejudice