Skip to Content


Updated weekly

Have an idea for the Fi360 blog?
Send us your question or comment

Subscribe to the Fi360 Blog

In a reader RSS

Stay Connected to Fi360

Return to Blog Home

Fiduciary Links: When clients set their own priorities, they are more likely to act

Posted by fi360 Team on October 07, 2013 in Fiduciary Links

Permalink | Comments (0)     

>>>Michael Kitces has a great post out this morning about helping your clients set priorities as a method for actually getting them to act. The idea comes from the behavioral issues of clients being overwhelmed by choices and ignoring recommendations that come from the advisor. Kitces points to research and suggests a process that engages the client in self-prioritizing, physically writing out steps themselves, and taking ownership of their “to-do” list as a method of incrementally working through the totality of the necessary action items. In short, if the reality is that clients either can’t or won’t do everything at once, you need to do whatever is necessary to guide them through one step at a time.     

>>>>Of course, the big news nationally was the government shutdown. So here is your obligatory roundup of how the shutdown is affecting advisors, investors, and related government agencies:

Now on to the rest of the week's best links:

News and columns from the leading trade, consumer, and mainstream media:

From the organizations/associations/government/academia:

From the blogs:

Articles your clients are reading (or should be):


Post Your Comment

Back to top