what does money mean to the client?
by rory henry
the holistic guide to wealth management
i decided to call my book “the holistic guide to wealth management” because leveraging a suite of financial services offerings that work in harmony with each other is a powerful business model that can transform your firm. the transformative power of this model, however, is based on the human side of the advice we provide clients and how we can improve their lives. it’s about shifting the conversation from integrating and delivering services to clients to gaining a deep understanding of a client’s values and what gives them a sense of well-being.
more: manage change through a pact | priority no. 1: your mental and physical health | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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what is behavioral finance?
the corporate finance institute defines behavioral finance as “the study of the influence of psychology on the behavior of investors, as well as on financial analysts.” dr. daniel crosby, chief behavioral officer at orion, and author of best sellers “the behavioral investor” and “the laws of wealth: psychology and the secret to investing success,” takes it a step further.
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