Celebrities tend to get bad advice from the wrong people and fail to take good advice, writes Bryce Sanders.
Even if you think you have all their assets in house, it is worth assuming that's not the case.
You can help them get comfortable living in the present and taking advantage of current opportunities.
Here are some myths and realities about investing that clients should understand.
Investing often looks easy, but people should go in with their eyes open.
Everyone has heard print newspapers are dead. “The reports of my death are greatly exaggerated” is a quote you have heard before. This holds true for your local paper...
What do you do when the prospect does not want to travel along the path you have laid before them?
How the younger advisor can position themselves to win business.
These simple explanations should help create some “aha” moments for clients and prospects.