Featured Investing

Folio, from Stockal. Supercharging Client – Wealth Advisor Relationships.

Ask an investment advisor what her top challenges are and besides expected responses such as "getting the best ROI",  "making money for my clients when market is not going up and up", you'll commonly hear things like "managing client expectations", "managing information flow" and "staying in touch with clients to just the right degree ". Looking closely, these are not small issues to deal with. Setting and managing expectations is something every investment advisor