A lot can be learned listening to clients' experiences working with financial advisors—good and bad. We talked to Jeannette McClennan, CEO and founder of McClennan Group, a digital product studio in New York City, about her interactions with the industry.
We curated dozens of books to come up with a selection that offers advisors a wealth of actionable best practices, tips to help you better serve clients and general wisdom to up your game.
Advisors – not just investors – can be affected by behavioral biases. A true goals-based wealth management approach can help you recognize these biases, keep them in check, and drive better client outcomes without emotional decision-making. Get your Coach Through Biases—Yours and Your Clients’ Toolkit including our white paper, infographic and helpful video series.
