The Advice Business: Make It Personal

res-1015-coverThe October edition of Research magazine is now out and it once again carries my regular column. I hope you will read it and the entire issue. Here’s a quick taste.

We should give our best advice as convincingly and as comprehensively as possible. Yet best practices aren’t always followed. A stellar advisor will recognize when the case for the best approach is lost (but won’t give up too soon) and move on to offer an acceptable alternative. Significantly, a perfect approach, portfolio or product is useless if and when the client refuses to use it or — crucially — stick with it when the going gets rough or when something else comes along. “Pretty good” beats “not at all.”

The Advice Business: Make It Personal

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