Jetting home after a tough working trip, Leo Pusateri watched the landscape, grateful to be returning to his family and familiar environment. A sudden change in altitude and a bright yellow mask bumping into his face interrupted those warm thoughts. Physical and mental state changed in an instant. There was a lot to do and...Continue reading
Has this market bounce set a trap for your clients (and for you)? There was that precipitous drop in March that got you scrambling. Suddenly you were under quarantine. You had to coordinate with staff at their homes. And you needed to call all your clients and provide them reassurance as the market plummeted. Thank...Continue reading
In this week’s podcast we speak with Tim Welsh about the impact your digital strategy can and should have on the client experience. Tim Welsh, is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Tim is frequently quoted in the wealth management media on a wide...Continue reading
Be careful to balance boosting clients’ confidence against realistic expectations. Your most valuable role during market turmoil is providing clients the confidence they need to stick with a strategy in the midst of fear. Keeping them invested appropriately when it is hard and counterintuitive may be some of the most valuable advice you offer. Confidence...Continue reading