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What Clients Want: The Case for Collaborative Portfolio Construction
by Patty Quinn McAuley of Clark Capital Management Group, 4/10/17

Today, people want and expect to be informed and active participants in the products and services they buy. This is a huge benefit to your practice if you embrace the process of collaborative portfolio construction. From an investment standpoint, the end result is a personalized portfolio centered around the client’s needs, built to last for the long term.

Health Tracking vs. Wealth Tracking
by Patty Quinn McAuley of Clark Capital Management Group, 11/16/16

The industry is rapidly shifting towards an outcome-oriented, goals based investing framework and the way we decide to report information to investors will have consequences, for better or for worse.

Delivering Anxiety-Adjusted Returns with a Time Segmented Approach
by Patty Quinn McAuley of Clark Capital Management Group, 11/4/16

Time and time again, advisors say their largest challenge is managing client emotions. If clients are unhappy or anxious about their investments, they run the risk of making impulsive or emotionally fueled decisions.

High Yields: Love ‘em if You Can Leave ‘em
by Patty Quinn McAuley of Clark Capital Management Group, 8/19/16
Investor demand for high yield debt has been strong in recent months. And even though spreads have come down and the opportunity for capital appreciation is lower, there simply aren’t many other options for investors looking for yield. Although things look good now, conditions in high yields can deteriorate rapidly. It’s important to be able to move to safer areas of fixed income when necessary.

Is Your Client a Modern-Day Sisyphus?
by Patty Quinn McAuley of Clark Capital Management Group, 7/19/16
Managing clients’ emotions is challenging and frustrating, yet it can be extremely rewarding when executed well. Here are three ways you can help a client get a handle on their reactions to the ups and downs of the markets and avoid feeling like a modern day Sisyphus.

Gain Over Pain: Helping Investors Stay in the Game
by Patty Quinn McAuley of Clark Capital Management Group, 6/3/16
Ironically, clients would have the same emotional response to a bear market as they would have to an actual bear chasing them in the woods. In either scenario, adrenaline spikes, areas of the brain responsible for rational decision-making are reduced, and the body turns on systems that can help a person run away from danger and preserve their safety. As financial professionals, it is our job to help ensure that our clients prioritize gain ahead of pain while also obtaining some level of comfort with pain.

Collaboration – the New Model for High-Net-Worth Investors?
by Patty Quinn McAuley of Clark Capital Management Group, 5/6/16
If you’re seeking to grow your high-net-worth client base, I’d like to propose a new framework for the portfolio construction process: co-creation or collaborative portfolio construction. As we embark on a post-DOL reality, this model may be the most appropriate way to ensure that investment strategies are truly in the client’s best interest and fully support their long-term goals.

Commit to a Great Communication Strategy in 2016
by Patty Quinn McAuley of Clark Capital Management Group, 1/20/16
Our industry is suffering from a communications crisis. In fact, a wealth of industry statistics cite poor communication as a top reason clients fire their financial advisor. Too often, our clients just don’t understand what we’re saying. Here are three tips for ensuring clients understand the messages you’re trying to convey.

Managing Fixed Income in a Changing Interest Rate Environment
by Patty Quinn McAuley of Clark Capital Management Group, 11/10/15
Tired of the constant chatter about where interest rates are headed and what will happen when they finally rise? We’ve compiled the following five ideas for positioning your clients’ bond portfolios to capture opportunities and navigate risks in fixed income — regardless of where rates go.

How Income Planning Can Help Clients Navigate the Future
by Patty Quinn McAuley of Clark Capital Management Group, 10/1/15
As our industry begins to address the income needs of the aging baby boomer population, arming clients with a personalized roadmap can help them stay on the right track to reach their desired outcomes. An income plan can bridge the gap between the investment plan and the actual execution of it, helping clients truly understand how their money will work for them.

Active, Passive and Personal
by Patty Quinn McAuley of Clark Capital Management Group, 7/28/15
Jack Bogle telling investors to sit tight and buy low-cost index funds is a little bit like the FDA telling Americans to eat right and exercise to stay healthy. In theory it sounds right but in practice, well… some of us could use a more active approach.

Why It’s Time to Stop Reading About Robo Advisors
by Patty Quinn McAuley of Clark Capital Management Group, 6/22/15
Rather than just reading about the robos from third party sources, it’s important to do some first-hand research for yourself to truly understand the value proposition of online automated financial advice platforms.

Investment Trends Shaping Our Industry’s Future
by Patty Quinn McAuley of Clark Capital Management Group, 4/27/15
I attended iShares Connect in New York last week, a conference focused on bringing together industry leaders in the ETF space. Attendees heard from a variety of investment experts and thought leaders and had an open dialogue about where our industry is headed.

How Organization Promotes Successful Outcomes
by Patty Quinn McAuley of Clark Capital Management Group, 4/22/15
By delivering a realistic road map to clients, illustrating their financial future, you can help them remain confident and on course toward successful outcomes.

Time to Ratchet Up Risk Management? Volatility is Back in Vogue
by Patty Quinn McAuley of Clark Capital Management Group, 3/23/15
Considering the full spectrum of risk management tools available when building asset allocations can help ensure that clients make the right decisions about their money regardless of market conditions. A personalized risk management approach will adjust and adapt to the changing markets based upon the desired outcome or goal of the client.

Personalized Risk Management: Helping Clients Make Smarter Decisions about Their Money
by Patty Quinn McAuley of Clark Capital Management Group, 3/9/15
Patty writes about helping clients achieve successful investment outcomes and about communicating effectively with clients.

Is It Time for Our Industry To Embrace Mass Personalization?
by Patty Quinn McAuley of Clark Capital Management Group, 2/4/15
Nike. Coca-Cola. Oakley. They are all top brands in the global marketplace and they have all led the charge towards mass customization and personalization. You can build a custom pair of Nike Free Run sneakers online, incorporating your favorite designs and colors. You can put your name on a virtual Coke bottle and “share” it on social media. You can even custom-build your own shades on Oakley.com, creating your own unique pair of sunglasses.

Has Diversification Lost Its Luster?
by Patty Quinn McAuley, CFP of Clark Capital Management Group, 12/23/14
One of the most basic tenets of investing has been the importance of diversification. Individual investors can quickly understand the concept of not putting all your eggs in one basket. However, the recent market environment has been punishing the prudent, diversified investor.
18 results found.