The past 18 months will be written about in the history books and taught in schools; movies will be made, and books written. In addition to our personal and work lives, the global COVID-19 pandemic continues to impact the financial markets and, as advisors can attest, clients' emotions.
Protect, Live, Dream
Odysseus, the Greek king of Ithaca, is best remembered for his arduous 10-year journey home after the Trojan War, as well as the Trojan Horse he used to gain surreptitious access to enemy fortifications. As the protagonist in Homer's epic, The Odyssey, and returning character in The Iliad, Odysseus is painted as a fierce warrior whose strength matched only his cunning. And while Odysseus may be best remembered as a warrior, perhaps his most important action on his...
Investments & Wealth Institute, in partnership with the Behavioral Investing Institute, recently conducted a study, “2021 Investor Behavior in Market Crisis,” about how both advisors and investors perceive bubbles and market crises. The survey results revealed the depth of client temptations, their fears of market declines, and their understanding of their portfolios. The study also revealed advisors’ perceptions about what their clients think of them.
As we begin emerging from the darkness of COVID-19, we’re starting to see the light at the end of the pandemic tunnel. So let’s take a few moments to review its impact on Black, Indigenous, & People of Color (BIPOC).
The Exceptional Advisor™ initiative helps advisors differentiate themselves from other professionals in a global and highly competitive marketplace. By concentrating on areas identified through research as key attributes valued by clients, advisors can better demonstrate the advanced knowledge they have earned through their certifications. The knowledge and skills developed during the certification process allow advisors to stand out and provide exceptional service across a wide range of...
