Posts Categorized: Implementation

What keeps your client up at night?

Posted by & filed under Implementation, Library, Planning.

Supernova advisors look for topics they can use for their monthly calls. MFS Heritage Planning has developed key areas that ‘keeps you up at night’ that you can ask your clients about to start a conversation. This tool, that you can share with your clients, uncovers and prioritizes their most pressing financial concerns, gets the… Read more »

How Can 12-4-2 Help You Determine A Client’s Risk Tolerance?

Posted by & filed under Implementation, Library, Planning, Tip of the Week, Ultimate Client Experience.

In a recent article in the WSJ, it was asked, “Can you count on your broker or financial advisor to tell you how much risk is right for you?”  The basis for the article was the 2012 requirement by the Financial Industry Regulatory Authority’s requiring advisors to assess how much money clients can accept loosing…. Read more »