TITLE

Advising Couples

AUTHOR(S)
Kingsbury, Kathleen Burns
PUB. DATE
May 2013
SOURCE
Advisor Today;May/Jun2013, Vol. 108 Issue 3, p26
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article presents tips to investment advisors regarding advising couples on investment options that suit their financial needs. She advises advisors to ask the female clients about their interests and challenges associated with financial issue. She mentions that socializing with female clients in meetings help advisors to identify and clarify their values and financial objectives. She suggests advisors to become consistent advocate for the couples.
ACCESSION #
87620733

 

Related Articles

  • Help clients afford financial necessities. Mallon, Iain // Mortgage Strategy;3/9/2009, p14 

    The article presents the author's suggestions on how to give significant assistance to clients who are in the middle of financial difficulties. He cites that clients can be shown how reduction on small purchases could help them afford important financial outgoings, including the making their...

  • It's a Matter of Trust. Oman, Suze // O, The Oprah Magazine;Sep2013, Vol. 14 Issue 9, p50 

    A personal narrative is presented which explores the author's experience of being a financial consultant to couple Ben and Lynne.

  • Planned Giving-- The Missing Link in Financial Planning. Woollen, Thomas H. // Journal of Financial Service Professionals;May2005, Vol. 59 Issue 3, p49 

    Financial planners don't talk much to their clients about planned giving. Yet, colleges, universities, medical facilities, libraries, museums, religious organizations, and the thousands of foundations and other charitable institutions in the United States rely on the charitable nature of their...

  • It's Your Money. Lunt, Ralph // Citizen Airman: The Official Magazine of the Air National Guard ;Oct2007, Vol. 59 Issue 5, p9 

    The article provides financial advice in managing the money in the mortgage market. Planning for financial management particularly investing extra money in the mortgage involves individual and professional advice. It is because a good real estate market depends on having a balance of willing...

  • Optimise your finances.  // British Dental Journal;9/26/2009, Vol. 207 Issue 6, p296 

    The article provides an overview on the benefits of money4dentists when making reliable investments. It states that money4dentists can help vocational dental practitioners protect their income, while offering advice on residential mortgages, tax-efficient savings and pensions. It can also...

  • The malady lingers on. Cicutti, Nic // Money Marketing;10/7/2010, p37 

    In this article the author comments on the quality of advice offered by financial advisors. He remarks that financial advisors offer shoddy, indifferent, and incoherent advice to common financial issues including better moorages, protection, and structured investment for savings. He also cites...

  • Attracting the Affluent. Weber, Keith J. // Bank Investment Consultant;Oct2011, Vol. 19 Issue 10, p29 

    The article offers tips on how to improve awareness and credibility of an investment services program so it can attract high net-worth clients. It suggests that the investment services program needs to be positioned as a core offering to both staff and consumers. It advises that customers should...

  • Good gamma: managing investor expectations. SEDORIC, TOM // New Hampshire Business Review;11/28/2014, Vol. 36 Issue 24, p18 

    The article offers tips on the management of expectations among investors through consideration of factors such as through saving, awareness of tax efficiency and asset allocation, and value investment counseling.

  • Advisers back shift to culture of advice first, commission second.  // Money Marketing;3/18/2004, p18 

    Reports that independent financial advisers support the Great Britain Treasury select committee's criticism of remuneration structure in the long-term savings industry. Support to the cultural shift to advice; Commission-driven nature of endowment mortgages; Effect of commission-biased advice on...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics