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Detachment Disorder Afflicts Clients and Advisors

When clients know less about their investments than their favorite wines or sports teams, advisor relationships suffer. Engaging your clients and helping them understand their investments puts you and your clients on the same side of issues affecting their portfolio.

Stock-Pick Your Way to New Clients

Performing solid due diligence on your stock picks will help you build credibility and gain insights to share with prospects and clients. Stock picker or not, for each investment you explore, you'll assemble a new community of interested and well-informed people that someday may convert easily to new business.

A Closer Look at the Benefits of Stock Picking

It may take a stock picker longer to build a profitable practice, but there are enormous advantages once you develop the necessary skills. This advisor's approach considers both value and catalysts that help improve investment selection and portfolio performance, while becoming more effective at business operations.