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Client Relationships
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.
Client Experience
How to Make the Most of Virtual Meetings
Keep Clients Engaged during Online Meetings
Client Experience
Three Ways to Retain Clients during a Crisis
This piece is approved to use with clients.
Tips for Strengthening Client Relationships
Advisor Value & Fees
4 Ways to Enhance Your Practice with Behavioral Finance
This piece is approved to use with clients.
Most of the content published on this topic explains what behavioral finance is, its significance, and the definitions of various biases that plague investors. Here are four actionable steps advisors can take right now to implement behavioral finance concepts.
Behavioral Finance
How to Address Recency Bias with Clients
This piece is approved to use with clients.
Behavioral Finance – Actionable Insights for advisors to help investors battle biases, avoid chasing returns, buying yesterday’s winners, and extrapolating a string of short-term wins indefinitely into the future
Client Experience
The Pain Index - A Better Measure of Risk
This piece is approved to use with clients.
Conversations with investors about risk is often muddled with industry jargon they often find unrelatable. Redefine the risk conversation to better align with the way investors think about risk-- the pain of losing money.
Behavioral Finance
The Bid: Can money make you happier?
It’s a timeless question that’s puzzled people from Cicero in Ancient Rome to rappers like Kendrick Lamar today: Can money really make you happier?
Client Relationships
The Bid: Money talks, stress walks
Money is ranked the #1 source of stress in people’s lives, higher than physical health, work or family. But while we’re often willing to talk about the rest of these stressors, money is surrounded by taboo. How can we turn this concept into something approachable and part of cultural conversation?
Client Relationships
Client Discussion Guides
These value-add worksheets from BlackRock help increase engagement between an advisor and their clients.