Monthly Archives: April 2014

Simple Drawing Illustrates that Slow and Steady Wins the Race

You know that clients are rarely served by chasing last year’s returns.  Here is a simple drawing to help them understand the importance of sticking with the plan.

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When Being Good… is Bad

We think we are doing a good job when our clients are satisfied… WRONG!  Study after study shows that satisfied clients will only stay with you – until they find something better.  That means satisfied clients leave. Clients don’t expect … Continue reading

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Whoa! Here’s an Easy Way to Add 3.75% Onto Your Clients’ Returns

If your clients ever want to know why paying your fees are worth it to them… Vanguard Mutual Funds gave you the ultimate proof.  A report by Vanguard called “Putting a Value on Your Value: Quantifying Vanguard Advisors Alpha” makes … Continue reading

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