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BAM Intelligence

‘Fiduci-what?’ Most clients don’t know what the fiduciary duty really means

The more we do to help clients understand conflicts of interest, the better we can serve their interests. Read more

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How to prevent clients from making a classic behavioral investing mistake

Advisers should help clients forget about everyone else and realize ‘only your goal matters’ Read more

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The challenge of keeping clients away from shiny new investing trends

A firsthand example of how hard it can be for investors to ignore something that looks exciting Read more

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Remind clients you’re here to help them avoid costly mistakes

Most clients won’t know this adviser duty exists unless you take the time to tell them Read more

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Get clients comfortable with ‘short-term boring, long-term exciting’ investing

By helping clients learn to tune out the noise that doesn’t matter, you’re helping them reduce their anxiety Read more

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