John Page

Investment performance vs. financial planning

Some clients will be out of the door in a hurry if their investment expectations aren’t met. If you have ever experienced even a small stampede for the door, you should ask yourself, “Have you led the client to believe that your primary role was to select products to meet their investment objectives?”

By John Page |September 23, 2013

7 min read

Planning and Advice

Why process is important

I know a few financial advisors who are transitioning their practices to an advice-first approach. One elected to make the change because she felt she would earn more money in the long run. Another believes he will be able to do a better job for his clients, which in turn will make it easier for […]

By John Page |April 2, 2009

4 min read

Planning and Advice

Taking an advice-first approach

Advisors have had brutal experiences in the marketplace, especially over the last six months. Some clients are more proactive than others when it comes to asking for advice about their portfolios. I often hear questions like, In light of the losses that I’ve taken do you think that I will still be able to retire […]

By John Page |March 2, 2009

4 min read