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sometime today or tomorrow you will be meeting with a client to present or review an Investment Policy Statement. Over the course of this year, you will do the same with many clients because you know that the IPS is an essential tool. But are your firmís goals and plans as well documented?
Wall Street may still be in love with complex financial instruments, but more and more investors are choosing a simpler, more prudent way to invest, and Steve Atkinson explain that that is why the assets under management with independent wealth advisors continues to grow.
Steve Atkinson, "The Advisors' Coach," says investing in people, entrepreneurship and improved corporate efficiencies is a far cry from gambling and it's important that advisors and their clients appreciate the difference.
Now is the time to find out if your current business model is providing the kind of client experiences that makes you either a wealth manager or an investment facilitator. (And if you dont know, you should because your clients surely know the difference.)
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.