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Markets are roiling and stocks are off to their worst start to a New Year in history. With oil prices plunging and the Chinese stock market causing a global sell-off, clients may become increasingly agitated as they see their investment performance declining.

Concerned investors can easily lose track of the importance of maintaining a long-term outlook. We all know the damage a hasty response can wreak on an investment plan. The challenge for advisors is to keep anxious clients focused on their long-term goals while guiding them through the turbulent periods.

As an advisor, these challenging times can present unique opportunities. Now more than ever, clients will listen to you and heed your advice for diversification and prudent planning. Such times can provide you with the opportunity to help clients understand that market corrections, while unpleasant, are a natural and inevitable part of the market cycle.

And market downturns like the one we are currently...

5 Social Media Policy Tips for Financial Advisors

Originally posted by Financial Social Media.

By...

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How to Live Up to Your Full Business Potential

Every business has its challenges. For RIAs, those challenges may be developing marketing plans, managing revenue margins, or even something as seemingly simple as scheduling regular client meetings.

Whatever your firm’s challenges may be, overcoming them requires an awareness of what...

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How to Dodge the Top 4 Social Media Obstacles Facing Financial Advisers

Originally posted by Financial Social Media.

By Amy McIlwain

As social media becomes an...

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Why Advisors Should Care About User Experience

The industry is forcing advisors to think differently about their business. It’s important to not only think about the service you’re delivering, but also how you’re delivering it. In an online sense, this concept is often termed user experience (UX).

Why should you care about user...

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