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In a time when anyone can see thousands of dollars’ worth of investments come and go during a coffee break, advisors frequently have to test their long-term orientations against the client’s urge to react to sudden trends and events. Some clients are just fearful or unschooled and need hand-holding. But the most troublesome are truly obsessed.
By Penny Righthand, CLU, ChFC
When I disagreed with my dad, he’d say, "That’s why there’re horse races," or, "That’s why there’s vanilla and chocolate ice cream. In Russia [where his parents were born] you don’t have any choices. You go to the government store and get what they have. If they need you to be a truck driver, that’s what you’ll be. We are very lucky. We live in a free country."
By James P. Ruth, CFP
The information age has raised the bar on our ability to be professional financial advisors. It is not enough to give information, or to have great sales skills or great products. We must continue to provide knowledge, judgment and a personal relationship.
By John J. Scroggin, J.D., LL.M
Many parents are convinced their children would never fight over their assets. But the combination of lingering sibling hurts and the trauma of mom or dad’s death can magnify small conflicts. Moreover, it is not even the children who are fighting. It may be the resentment of an in-law you never liked, pawing over mom’s stuff when she’s barely in the grave.
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