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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...

The Trade-Offs of Adapting Your Website for Mobile Users

By Dave Curry

I’m probably dating myself when I say that I remember the debut of the “Shimmer” parody commercial on Saturday Night Live and that I was old enough at the time to think it was funny. In the...

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The World Needs Another Greek Hero

By Joseph Giulitto

Hesiod wrote a few years ago- A spirit of competition, of “good conflict” that tends to reduce the problems of scarcity. (Hesiod was in favor of the rule of law and the dispensation of justice to provide stability and order within society. He spoke out...

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Risk for Breakaway Brokers Equals Opportunity for RIA Firms

By Joseph Giulitto

There are challenges aplenty in the world of the breakaway broker. From the obvious considerations of the market over the last decade, to the constant bombardment of the 24 hours news cycle keeping your clients “informed” of all the potential and peril that...

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Top Linkedin Features Advisors Should Be Using

Most advisors have heard that they need to be on social media, they need be up on current social trends to attract younger clientele, they need to adopt the “new” style of social marketing, and so on. This is nothing new. And while it is true that social media is finally catching fire in the...

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