Recent Quotes View Full List My Watchlist Create Watchlist Indicators DJI Nasdaq Composite SPX Gold Crude Oil EL&P Market Index Markets Stocks ETFs Tools Overview News Currencies International Treasuries An Advisor’s Guide to Client Misconceptions By: ETF Trends July 11, 2023 at 10:48 AM EDT Financial advisors understand money and investing to a degree that surpasses a majority of the population. Because of that, advisors must frequently navigate gaps in their clients’ financial educations. Here are some common client misconceptions and how to handle them. Misconception #1: The Basics Vance Barse noted, “When we look at common planning gaps, we [...] The post An Advisor’s Guide to Client Misconceptions appeared first on ETF Trends . Read More >> Data & News supplied by www.cloudquote.io Stock quotes supplied by Barchart Quotes delayed at least 20 minutes. By accessing this page, you agree to the following Privacy Policy and Terms and Conditions.
An Advisor’s Guide to Client Misconceptions By: ETF Trends July 11, 2023 at 10:48 AM EDT Financial advisors understand money and investing to a degree that surpasses a majority of the population. Because of that, advisors must frequently navigate gaps in their clients’ financial educations. Here are some common client misconceptions and how to handle them. Misconception #1: The Basics Vance Barse noted, “When we look at common planning gaps, we [...] The post An Advisor’s Guide to Client Misconceptions appeared first on ETF Trends . Read More >>