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Client Relationships
How a high EQ can lead to sales success
Your IQ, your intellect and your hard skills get you in the door with clients and prospects. Keeping in tune with your clients over time is another task in itself, requiring you to leverage your emotional acumen to maintain success.
Behavioral Finance
Money mindset: Using behavioral economics to help investors succeed
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
Policy and Regulatory Commentary
Washington Update: The Fan-in-Chief
This piece is approved to use with clients.
Unless you have been without power and newspapers for the last 96 hours, you know that on Sunday the U.S. Women’s National Team (USWNT) won their fourth soccer World Cup in the last 28 years.
Policy and Regulatory Commentary
Washington Update: Everything You Always Wanted to Know About Gerrymandering But Were Too Afraid to Ask
This piece is approved to use with clients.
The U.S. Supreme Court issued a flurry of decisions last week as it closed its 2018-2019 session. While its ruling rejecting the Trump administration’s rationale for a U.S. Census citizenship question will have important repercussions for representation across the U.S., another case also could impact the partisan balance in the lower chamber of Congress … unless voters in a handful of states get a say about it.
Policy and Regulatory Commentary
Washington Update: Fed Bashing - A White House Tradition
This piece is approved to use with clients.
James Carville, a strategist to then-Gov. Bill Clinton’s insurgent 1992 campaign for the presidency, famously – and succinctly – captured the essence of the race for the White House with the phrase “it’s the economy, stupid.” As we begin the march towards the twenty-eighth anniversary of President Clinton’s defeat of President George H.W. Bush, Carville’s truism still holds.
Policy and Regulatory Commentary
Washington Update: Congress Takes a Break
This piece is approved to use with clients.
Ah, spring break. It’s not only college students who long for a few lazy days come March and April. Congress adjourned last week and now is in the middle of a two-week “district work period,” which most politicos refer to instead as recess. Unlike the students who flock to Miami, though, lawmakers likely aren’t sitting by the pool or even resting much.
Behavioral Finance
Keeping Emotions in Check – A Historical Guide to Market Volatility
This piece is approved to use with clients.
One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.