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What to do when a prospective client asks for a second opinion

For advisors who are contacted to review an existing financial plan, these requests are a chance to listen, understand and emphasize the client experience

Medicine hatJason evansAndrea thompsonService investor satisfaction studyFrost group at raymond james ltdLog increate freeGlobe advisorFrost groupRaymond jamesFull service investor satisfactionModern centsEvans retirement planningDaniel frost

3 New-Investor Myths That Need Busting

Preconceived notions that new investors are uninformed risk-takers are misguided. Forget games and cynicism; they need support and guidance.

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