Tony Robbins needs little introduction. The personal development guru has touched millions of lives around the world through his ability to “awaken the giant within”. He released his first book in 20 years – Money: Master The Game which tackles the issue of financial advice....
How do you deal with your clients during market volatility? I was recently reading a post on the anonymous advisor forum Advisorheads, where the community was trading ideas. The question is, do you lay low and wait for the storm to pass or reach out...
There are many risk questionnaires used by financial advisors and the most common appear to be bundled in with software an advisor is already using. Morningstar is a popular tool used by financial advisors for investment research and financial planning. I often get asked my...
Download Client Guide I was on the phone with an advisor two weeks ago and he was bemoaning the lack of client education surrounding the difference between average annual return and compounded annual growth rate (CAGR). His argument was that the leading measure used to evaluate financial...
You’ve probably read about some of the psychological biases that impact investment decisions every day and shake your head. Whether it is the herd mentality that causes investors to sell low and buy high or the inability for people to cut their losers. The human...
I recently returned home from the annual Financial Planning Association conference in Seattle. There were lots of great breakout sessions but the one that got me thinking the most was Michael Kitces’s presentation about the “Rising Equity Glidepath”. If you have a chance to see...
I recently finished reading Warren Buffett’s Letters To Berkshire Hathaway Shareholders 1965-2013 as well as Michael Kitces’s recent blog posts about the threat of robo-advisors. Having read these pieces it made me think…. What would Warren Buffet do if he were the owner of a financial...
I was recently nominated as one of Wealthmanagement.com's 10 to Watch in 2015. It's a real honor! Obviously this wouldn't have been possible without our customers. So this recognition is dedicated to them. Thank you!...
At Pocket Risk we like to create tools to help advisors do their jobs better. Every day we speak to advisors about risk and a common comment is the need to educate their clients. As a result we put together this free 6-part email course...
Let's get personal. I was previously an employee at Facebook and just like many other Silicon Valley employees I was offered equity in the business as part of my compensation. When the company IPO'd I suddenly had money to invest, along with many of my...
