Literacy

Make the Best Relationships. Determining a client’s true risk tolerance is a tricky endeavor requiring a mastery of human psychology, perhaps a high level of clairvoyance and the artful ability

Tim Fallon, founder of Fallon & Associates, LLC, and Investment Advisor Representative with Horter investment Management, LLC work to ensure that a client’s retirement funds don’t run out

Believing that education is the best client service. Educating the client is the key to success as a financial advisor. It isn’t product knowledge or “selling” a client on a particular product, according to

Don’t neglect to educate the client. Clients already possessing or currently seeking high rates of financial literacy are an advisor’s dream, according to Steve Sexton.