In part two of her mini-series on financial termites, Esther Szabo explores a specific area that financial termites could damage—your investment experience.
While no one can control the stock market, Esther believes you can control your choices and make moves to eliminate the termites that could be threatening your investments.
In this episode, you’ll learn:
- How Esther and her team determine a client’s level of risk tolerance
- How investors can break out of a cycle of relying on past experiences and advice from friends and family
- Why fear is a go-to emotional state for investors
- The most common phrase that Esther hears from clients
- And more!
Tune in now and learn how to kick financial termites to the curb and improve your investment experience!
Not All Consumers Make Good Advice Clients
The 5 Phases of FinTech: 2005-2027
Retirement For Clients With Modest Portfolios
Client Divorce Advice: What About the House?
The Power of Socially Responsible Investing
Consider Upcycling Your Knowledge
How to Explore Your Relationship With Money
6 Key Ways of Organizing Your Business for Growth
Spring Ahead in Marketing While You Still Have Time
Are You Preparing for the Future?
Let's Solve It12 hours ago
Do the Recent Trade Tensions Matter for the U.S. Economy?
Research12 hours ago
What Every Investor Can Learn From Buffett’s $4.3 Billion Mistake
Insights12 hours ago
China’s Looming Current Account Deficit Will Have Consequences for Us All
Research1 day ago
Trump’s Trade War Is Good for These 3 Dividend Stocks
Development2 days ago
The Truth About Getting to the Next Level as an Advisor
Building Smarter Portfolios2 days ago
Building the Case for Small Caps
Research2 days ago
Where Will We Get the Money to Pay for This Spending?
Human Performance3 days ago
You Are Your Ideal Client