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Practice Management

  1. Practice Builder

    Recency Bias Often Has Company

    Clients who suffer from recency bias may also be subject to hindsight, anchoring, and loss aversion biases.

  2. Looking Past Hindsight Bias

  3. Anchoring Bias Brings Other Dead Weight

  4. Managing Clients' Loss Aversion

  1. Practice Builder

    Client Personalities and Behavioral Bias

    Identifying your clients' personality-related biases can help you maintain a successful and productive professional relationship.

  2. Personality and Finance

  3. Client Money Personalities: The 'Entrepreneur'

  4. How Is a Money Personality Developed?

  1. MorningstarAdvisor Live Webcast: Managing Clients Through Volatile Times, Hosted by Mitch Anthony

    Get strategies for managing negative news, emotion, and panicked clients in this special live event for advisors.

  2. Age-Based Tips from 59½ to 69½ and Beyond

    Many tax moves regarding retirement benefits are dictated by age.

  3. The New Self-Regulator for Advisors: A Taxing Affair for Small Businesses and Small Investors

    Inadequate examinations of advisors is a real problem, but it is hard to imagine a less efficient or less fair way to solve it than the proposal in a recent House bill.

  4. Want to Know Your Clients' Communication Preferences? Just Ask.

    A simple questionnaire can help you easily pinpoint your clients' desired modes of learning, listening, and communicating.

  5. Client Reports: How Less Can Be More

    Condensed client report software look to fill the gap between financial planning tomes and no planning at all.

  6. Revenue Sharing on Trial

    The answer to the complexity, inefficiency, and unnecessarily expensive practice of revenue-sharing so well exposed in Tussey v. ABB is to simply do away with revenue-sharing, writes W. Scott Simon of Prudent Investor Advisors.

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