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Results 301–350
of 434 found.
John Campbell on the Proposed Squam Lake Reforms - Video
by Dan Richards,
In this interview, John Campbell, chairman of the economics department at Harvard, discusses his research into the underlying drivers of securities prices, and the key recommendations for reforming the financial system, based on his participation in the Squam Lake Group. This is a video of the interview.
John Campbell on the Proposed Squam Lake Reforms
by Dan Richards,
In this interview, John Campbell, chairman of the economics department at Harvard, discusses his research into the underlying drivers of securities prices, and the key recommendations for reforming the financial system, based on his participation in the Squam Lake Group. This is a transcript of the interview.
Stop Wasting Time and Money on Client Communication
by Dan Richards,
The world has changed in all kinds of ways. What worked in terms of client communication as recently as five years ago doesn't work nearly as well today. As a result, you need to fundamentally change how you communicate with clients.
David Laibson on the Hidden Challenges of Aging Clients - Videos
by Dan Richards,
In this interview, Harvard economist David Laibson discusses his research into the challenges of helping elderly clients with their financial planning. He also discusses how to overcome the procrastination and laziness that often result in inferior investment decisions. This is a video of the interview.
When Clients Make You Livid
by Dan Richards,
A client complained to his advisor about his account performance. The advisor said he didn't like to have his professionalism questioned and they began yelling at each other over the phone. Ultimately they fired each other. Over the years, I've found that several principles are key to breaking the tension before situations like this become catastrophes.
David Laibson on the Hidden Challenges of Aging Clients
by Dan Richards,
In this interview, Harvard economist David Laibson discusses his research into the challenges of helping elderly clients with their financial planning. He also discusses how to overcome the procrastination and laziness that often result in inferior investment decisions. This is a transcript of the interview.
Why Public Funding of Venture Capital Has Failed
by Dan Richards,
Josh Lerner is a professor at the Harvard Business School, with a joint appointment in finance and entrepreneurial management. In this interview, he discusses his research on why public-funded venture capital sometimes succeeds but other times fails. This is a transcript of the interview.
Why Public Funding of Venture Capital Has Failed - Video
by Dan Richards,
Josh Lerner is a professor at the Harvard Business School, with a joint appointment in finance and entrepreneurial management. In this interview, he discusses his research on why public-funded venture capital sometimes succeeds but other times fails. This is a video of the interview.
Structuring 2011 Meetings for Maximum Effectiveness
by Dan Richards,
Last summer, I wrote about new research on the factors that shape how consumers recall interactions and experiences. What was found was that in every experience, two things play the most important role in what people remember - that's true whether it is a restaurant meal, a vacation or a meeting with an advisor.
Your First Resolution for 2011: A Better Alternative to Face-to-Face Meetings
by Dan Richards,
In 2011 you need to rethink your approach to client meetings. For larger clients who you meet with regularly, you should consider replacing some of those face-to-face meetings with structured phone meetings.
Incorporating a Signature Charity into Client Communication
by Dan Richards,
Many advisors do lots of things to give back to the community but aren't rewarded for it in terms of how clients view them. If you want your charitable efforts to register with clients and help position you as someone who is genuinely community spirited, there are some things you have to do beyond just writing checks.
Year-end Letter to Clients: Investment Advice from Winston Churchill
by Dan Richards,
For the past 18 months, my draft letters have been designed to balance some of the extreme pessimism among many investors with an objective, positive outlook - the draft year-end letter for 2010 continues with that goal. In it, I borrow from Winston Churchill's insight into the difference between optimists and pessimists.
The Word that Defines Effective Communication
by Dan Richards,
Fairly or not, if clients initiate a call, many will believe that the conversation wouldn't have taken place otherwise ... even though it's precisely the same conversation, advisors get much more goodwill and credit if they take the first step in making that call happen.
Why You Aren't Getting Referrals - And What to Do About It
by Dan Richards,
When it comes to attracting new clients, every advisor knows that nothing beats referrals from satisfied clients. However, many advisors hold fundamental misconceptions about what it takes to get quality referrals. As a result, they either don't talk about referrals at all or do so ineffectively.
Making Your Case to Prospects
by Dan Richards,
Dan Richards contacted six advisors to see if they would be interested in working with a prospective client who had approached him. The responses from those advisors varied greatly, and revealed some very important lessons in what advisors need to do to attract new business.
Navigating Post-Financial Meltdown Reviews
by Dan Richards,
Recently, an advisor emailed me asking for suggestions on how to deal with clients who sold some or all of their portfolio near the 2008 lows. More specifically, he wanted to know if it's worthwhile educating these clients on where they would be had they not sold out.
Why Client Events Aren't Appreciated
by Dan Richards,
Selective, by-invitation events targeted to top clients pay the biggest dividends in goodwill and additional business, but it's often hard to get bigger clients out to 'mass' events, says Dan Richards. The challenge is breaking through - when it comes to events for top clients, you need to pick one of two strategies.
Investing $15 to Create an Unshakeable Client Bond
by Dan Richards,
Recently, Dan Richards hosted a roundtable lunch with a group of affluent investors. One attendee was a senior partner in a leading law firm and made a comment that revealed how his advisor turned a $15 investment into a lifelong client relationship.
The Key Decision that Drives Million Dollar Books
by Dan Richards,
Dan Richards is often asked, "What does it take to succeed at the highest level?" by both new and not-so-new entrants to the financial industry. Some important insights into that question were provided to him by PriceMetrix, an industry leader in advisor productivity.
Why Warren Buffett is Optimistic: A Quarterly Letter to Send Clients
by Dan Richards,
Dan Richard's quarterly letter is designed to balance some of the extreme pessimism among many investors. Negative sentiment is understandable given the real challenges facing the U.S. and European economies, but is also a function of the overwhelmingly negative media coverage to which clients are exposed. To balance today's disproportionately negative views, you need hard facts.
Charles Brandes on Investing Lessons from Benjamin Graham
by Dan Richards,
In this interview, Charles Brandes, the founder and Chairman of the Brandes Investment Management, discusses the lessons he learned from legendary value investor Benjamin Graham. Brandes also offers his forecast for equity market performance, as well as why he believes value stocks have an inherent, sustainable advantage over growth stocks. This is the transcript of the interview.
Charles Brandes on Investing Lessons from Benjamin Graham ? Video
by Dan Richards,
In this interview, Charles Brandes, the founder and Chairman of the Brandes Investment Management, discusses the lessons he learned from legendary value investor Benjamin Graham. Brandes also offers his forecast for equity market performance, as well as why he believes value stocks have an inherent, sustainable advantage over growth stocks. This is the video of the interview.
Five Strategies to Land a $50 Million Client
by Dan Richards,
The fact that you have a $50 million prospect is a positive sign, writes Dan Richards. He offers five strategies for demonstrating value for truly big prospects. When investors have this kind of wealth, there are often things beyond returns that concern and motivate them - your task is to find out what these are.
Three Traps that Chew Up Your Day
by Dan Richards,
Time has always been the scarcest resource for successful financial advisors. Given all the demands advisors face, today it's essential to make maximum use of your workday. To make that happen, Dan Richards says you have to overcome three common traps.
Two Compelling Articles to Send Clients
by Dan Richards,
One of the most important roles for advisors is being an emotional anchor for clients ... preventing the highs from being too high and the lows from being too low. Dan Richards offers two recent articles that counteract the sense of pessimism about the economy ... driven in large measure by daunting headlines about housing prices, unemployment, deficits and political discord in Washington.
How to Star in a TV Special on Retirement Challenges
by Dan Richards,
Meeting clients' needs requires strategies that spread across a variety of investment classes, financial securities, and custodians. To ensure you continue spending more of your time managing your clients' assets than their data flow, Envestnet's reporting capabilities give advisors the flexibility to integrate multi-custodian performance reporting at a variety of levels.
Responding to Clients who Drive You Crazy
by Dan Richards,
We all have them... clients whose emotions gyrate with markets, second guess decisions, and create grief and frustration for their advisors. In the perfect world, you'd part company with all of these clients. Dan Richards offers an alternative approach.
David Blitzer on How Indices Work ? Video
by Dan Richards,
Many investors read about the Dow Jones or S & P 500 index being up or down 200 points but don't really understand what this means. Today's interview with David Blitzer of S & P provides an explanation of how indexes work that can be shared with clients. This is a video of the interview.
An Unexpected Route to Ecstatic Clients
by Dan Richards,
Dan Richards was puzzled by some recent conversations with investors, until he read a column in the New York Times about how to maximize the pleasure from vacations. The column stemmed from research by behavioral psychologists on how to structure activity to generate the most impact - and led to some striking findings both for planning vacations and for structuring how clients experience their interactions with you.
David Blitzer on How Indices Work
by Dan Richards,
Many investors read about the Dow Jones or S & P 500 index being up or down 200 points but don't really understand what this means. Today's interview with David Blitzer of S & P provides an explanation of how indexes work that can be shared with clients. This is a transcript of the interview.
Telling Your Team Story to Prospects
by Dan Richards,
One of the things that high net worth clients look for in selecting advisors is a sense that they are part of a strong team, with backup should they be unavailable and a broad array of expertise behind them. For some advisors, however, effectively communicating the team behind you can be a challenge. Dan Richards provides a solution.
A Proven Path to Gaining Client Assets
by Dan Richards,
When Dan Richards talks to successful advisors about their business objectives, for most increasing assets is at the top of their list. Some advisors mistakenly believe, though, that winning a greater share of assets from existing clients is driven by performance.
Three Steps to Talk About Risk
by Dan Richards,
Among the most important things that good advisors bring is the ability to help clients make the right trade-off between risk and return ... and, as Dan Richards says, to help clients understand the critical relationship between the timeframe over which they hold investments and the volatility they experience.
Rebuilding Confidence in Stocks
by Dan Richards,
These days, there's a cloud of uncertainty over markets, with questions about economic growth, government deficits, the timing and impact of interest rates increases, unemployment levels and the housing market. As Dan Richards writes, this environment is when advisors can bring value, by providing perspective on both sides of the debate about the value that stocks provide at today's levels.
Richard Koo: Lessons from Japan?s Decline (Video)
by Dan Richards,
Richard Koo is the Chief Economist of Nomura Research Institute, and has served as an advisor to the Japanese government. In this interview with Dan Richards, Koo explains why Japan's recovery was thwarted by inadequate stimulus spending. This is a video of the interview.
Richard Koo: Lessons from Japan's Decline
by Dan Richards,
Richard Koo is the Chief Economist of Nomura Research Institute, and has served as an advisor to the Japanese government. In this interview with Dan Richards, Koo explains why Japan's recovery was thwarted by inadequate stimulus spending. This is a transcript of the interview.
Robert Shiller: A Cautious Outlook for Stocks
by Dan Richards,
Dan Richards recently spoke with Robert Shiller, the Yale economist who foresaw the financial crisis and created the Case-Shiller housing index. Shiller discusses the potential for a double-dip recession, valuations in the US equity market, and the outlook for a housing recovery. This is the transcript of the interview.
Results 301–350
of 434 found.
