Financial Poise

Articles tagged: Advisors

A dictionary for financial advisor terminology

The Financial Urban Dictionary: A Financial Planning Glossary to Help You Speak with Your Advisor

Don’t let fancy financial advisor language intimidate you. This financial planning glossary explains the jargon with flare.

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monochrome of two hands shaking, representing business broker or investment banker help with a merger or acquisition

An Intermediary to Lead the Process: Investment Banker or Business Broker?

The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker?

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Categories of customers and users arrayed on a colored wheel, representing lead generation tactics to grow your customer base

Ramp Up Your Client Base with 3 Simple Lead Generation Tactics

Are you still using outdated lead generation tactics to build your customer base? Use these three steps to identify potential clients and draw them in.

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a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

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man talks on telephone, symbolizing behavioral finance biases

Understanding Behavioral Finance and Your Financial Advisor’s Biases

Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?

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A financial advisor’s offers retirement advice to a client with fiduciary responsibilities in mind.

The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice

What Will Happen to the DOL Fiduciary Rule? In March of 2018, the 5th U.S. Circuit Court of Appeals in New Orleans vacated a fiduciary rule that would require brokers and advisors to offer retirement advice that fits in the best interests of their clients. Since then, the states of Massachusetts and New Jersey have […]

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An RIA/Registered Investment Advisor talks with a client about their fear of private equity investments

Why Your RIA Fears Private Equity Investments

RIAs Lack in Alternative Investment Offerings for Their Clients Registered investment advisors (RIAs) have never been the preferred vehicle for finding alternative investment opportunities, especially private equity. Large private equity funds are not easy to access, nor is private equity always easy to understand.  But clients are becoming curious.  In a 2019 RIA Sentiment Survey […]

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A swim race, symbolizing how average investor returns lag the S&P500

Don’t Get Emotional: The Reason for a Sluggish Average Investor Return

Why does the average investor return lag the S&P 500? Overconfident investor behavior and poor financial advising have led mutual fund investors down a bad path.

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alternative investor

Alternative Assets and the “Average” Accredited Investor Installment #4

Overview of the Alternative Assets Landscape Subsequent installments in the series will dive into specific subcategories within the “alternative asset” asset classes. Think of those installments as the trees. This installment looks at the forest. There are many different ways of categorizing the alternative assets; no universally accepted approach exists. In this series, we group […]

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using a travel agent to plan a trip

Using a Travel Agent to Plan a Trip Costs Nothing but Will Improve Everything

Using a Travel Agent to Plan a Trip is a Necessity Not a Luxury You know taking a vacation is great for your long-term job performance, stress levels, and overall health, and you finally got your spouse to agree to take a trip. But, you google your desired destination and suddenly planning a trip becomes […]

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