Retirement Advisor: Information Without Insight

What this episode covers

Financial advisors are all too familiar with the phone calls of angry and upset clients on days when markets take a big hit or portfolio statements show big losses. This podcast (4:49) argues that just as there is food with little or no nutritive value, so too is there information with no real insight. Advisors should preempt those calls by assuring clients they will offer them meat and potatoes, not potato chips. One way to do that would be to customize statements so as to highlight what is truly important.Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 4 minutes long.

When was this SA For FAs episode published?

This episode was published on June 17, 2019.

What is this episode about?

Financial advisors are all too familiar with the phone calls of angry and upset clients on days when markets take a big hit or portfolio statements show big losses. This podcast (4:49) argues that just as there is food with little or no nutritive...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.