Delivering Hope and Positive Outcomes

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The HNW Trilogy: Positive Outcomes Only

High-net-worth investors do not want to hear complaints and excuses. FAs must learn to present positive outcomes despite tough environments. As our protagonist learned, the HNW crowd will accept nothing less.

Gather Little Insights That Make a Big Difference

Make sure your conversations with investors show you're in touch with what's happening in the markets. You never know when the small insights you collect will lead to greater assets under management.

What Does Hope Have to Do With Success?

See what a social psychologist learned from his research on college freshman: hope is an accurate predictor of positive outcomes. And understand why financial advisors with insight into controlling risk and finding opportunities gain confidence and hope that can be passed on to investors.

The Hope Given to Clients Must Be Grounded

Be careful about using the market's up days as a foundation in portraying positive outcomes for clients. Make sure to include the perspective gained from insightful conversations with experts and from credible research.