The Best of
Proactive Advisor Magazine: Volume 29
Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 29.”
Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.
Editors’ picks
A focus on planning and protecting in providing client solutions
David Wood, senior vice president at St. Pedro & Associates, offers clients a holistic planning process and customized solutions when they are faced with making important financial, business, and life decisions.
How are financial advisors ‘framing’ their practices?
Financial advisors need to be more relevant than ever in the lives of their clients. How advisors “frame” their practice is an important first step in creating a valued advisor-client relationship.
How did your clients behave? 2020’s meaningful investment lesson
2020 provided an analogy for an important lesson—the value of sticking to your plan. Clients are more willing to follow an investment plan if their portfolio incorporates actively risk-managed strategies.
ESG investing reflects highly personal client goals—advisors need to treat it that way
Success with ESG/SRI-focused clients will likely depend more on choice architecture, framing, and mental-accounting skills than on complex portfolio-construction techniques.
Key operating principles help differentiate an RIA firm
Richard F. Grant Jr., founder of RFG Capital Management, shares how clearly communicating key operating principles to prospects helps set his independent RIA firm apart.
Top viewed
Credit outlook reinforces our investment game plan
Despite the move up in the 10-year U.S. Treasury yield, corporate credit indicators point to historic money availability. This supports our game plan of adding equity exposure on meaningful pullbacks.
Bonds are not carrying their weight. Looking for an alternative?
The 60%/40% mix worked historically, but bonds may no longer perform well. We believe an alternative can be found in 60% equities, 30% rising-dividend equities, and 10% bonds.
The predictive nature of cumulative volume breadth
One of the cumulative breadth indicators that we monitor is cumulative volume breadth (CVB). When CVB makes a new all-time high ahead of $SPX, $SPX should follow.
Why ‘personal benchmarks’ are important for your investment clients
When clients measure progress against personal benchmarks — not some media-inspired number — it helps them maintain realistic expectations for long-term growth within their investment plans.
NASDAQ volume reaches extreme point
We saw some wild numbers for NASDAQ share volume earlier this year, much bigger than anything in recent years. This pointed to the possibility of a speculative “blow-off” market top on the horizon.
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Trending on social media
Simple vs. complex oscillator structures
We typically think of the market as a constant battle between bulls and bears. Analyzing oscillator structures can reveal who is in charge—or that sometimes neither side is in charge.
Strong financial solutions go hand in hand with client education
Robert Ziegler sees himself as both a financial advisor and educator. He wants clients to understand what he is recommending and why—and to “build a sense of personal ownership of their financial plan.”
A ‘calling’ to help clients be successful in all stages of their lives
Learn how Paul Walker, partner at Parable Financial Network, uses his experience and a deep understanding of his clients’ life goals to help them be successful in different life stages.
Partnering with clients to ‘protect, grow, and enjoy what matters most’
Financial advisor Eric McGough says, “We want to make sure our clients’ financial needs are met with care, expertise, and an understanding of their unique circumstances and individual goals.”
How teaching can make you a more effective financial advisor
Stephen Franklin believes teaching makes him a better financial advisor. In his graduate-level and retiree courses, he must convey complex financial ideas simply and make a strong connection with his students.
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