Have you tried to persuade a potential client to try your product or service — something that would require changing their pattern of behavior — but they were not budging? Or maybe you have tried to ...

Most good advisers are used to playing psychologist — helping clients understand and overcome irrational impulses in order to make sound investment choices. "That's what clients are really paying for, ...

To make sure seniors don't outlive their savings, advisers need to factor in their clients' financial behavior — rather than focusing solely on average investment returns. During an InvestmentNews ...