ESG investing presents a new form of social capital for firms. Clients who receive a strong ESG investing experience are more likely to promote their advisors, add AUM, and refer friends.
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So far Stephen Striegel has created 8 blog entries.
We have found that 5-10% of couples have at least one partner with incoherent risk preferences—and that represents a hidden danger, both for the clients and for the advisor.
Financial personality tests are widely used to engage prospective clients through self-discovery - but they are more art than science. There is a better, more scientific way forward.
All decisions in life, large and small, financial and non-financial, are governed by three key tradeoffs: Risk vs. Return, Today vs. Tomorrow, and Self vs. Others.
Protect Vulnerable Clients From Bad Decisions And Your Firm From Regulatory Risk.