Practice

How to talk to Gen Y clients

One of your wealthy clients referred her daughter to you. She’s 27, works in media relations, and just bought her first condo. She’s ambitious and plans to climb the corporate ladder—she’s had two promotions in two years, and should crack six figures within the year. Her busy career and social life keep her smartphone glued to her hand. She wants to discuss her goals and investment options. How do you communicate with her?

By Rosemary Smyth |February 7, 2014

2 min read

Save a client from bad advice

Netanya knows a lot of people lost money in 2008, but thinks her advisor did a poor job by losing more than half her money.

By Dean DiSpalatro |February 7, 2014

4 min read

Advisor confidential | Ron Graham

President, Ron Graham and Associates Ltd.

By Kanupriya Vashisht |February 7, 2014

2 min read

Advisor confidential | Sybil Verch

Senior VP, branch manager and portfolio manager, Raymond James Ltd.

By Kanupriya Vashisht |February 7, 2014

2 min read