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.
Crystal Balls & Rear-view Mirrors: What we learned from the pandemic and what to expect in the "new normal"
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.
Exceptional Advisor Week - Profiles in Providing Meaningful Guidance: From Baseball Fields to Financial Advice
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...
In Celebration of International Women's Day, March 8, 2021: Women in Wealth Profile – Dorothy E. Bossung
The Institute’s Devon Coquillard, Communications Manager, sits down with Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA® to discuss Dorothy’s success within a male-dominated industry and how to light a path for others.