Practice Management

Three tips to coach clients through volatility

While many investors have reaped the benefits of an unprecedented bull market,  volatility is a risk. Sustained volatility is hard to stomach, sparking emotional decision-making and attempts to time the market. In fact, according to E*TRADE’s Independent Advisor Sentiment survey,...

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How to better serve female clients and advisors

It’s no secret that there’s a significant gender gap within financial services. While nearly half of all financial services employees are women, they occupy just 15 percent of the industry’s executive suites1 and comprise a mere 17 percent of US financial advisors....

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