Creating the By-Product of Trust

November 24, 2015

By Bill Bachrach, CSP, CPAE Trust is not the objective in an advisor-client relationship. Rather, it is a byproduct of the other things you do, such as your behavior, your communication, and the quality of your work.  If gaining your clients’ trust is your objective, then the focus is on the wrong place: you. When your goal is to establish trust, it might be to further your agenda. You might be thinking: “I have to get them to trust me so they hire me, so they give me assets, so th...

Five Strategies for a Rising-Rate Environment

November 24, 2015

By Ralph Divino Investors have been wrestling with the challenge of preparing for the Federal Reserve’s long-awaited change in interest rate policy and the impact higher rates might have on their investments. Though we expect the next phase of Fed policy normalization to be quite modest, compared to previous rate-tightening cycles, investors would be well served by having an explicit plan for their portfolios.  Clearly, when the Central Bank does take action, it’s not likely ...