Catherine McBreen

The aspect of an advisor’s personal presence and information provided, and expertise was, in fact, the most popular choice at No. 1

How has the coronavirus and its corresponding impact on the economy affected retired investors? #retirement #investing #covid19

Investors are more likely to be pursuing new information about investing, and thus might find it attractive to hear from an financial advisor.

Investors almost always want to work with someone who can prove they know what they are doing. #invest #financialadvisors

Loyalty is not automatically given, nor is it necessarily expected, by either investor or advisor. #financialadvisors #loyalty

What should financial advisors and providers do to assist Millennials through this difficult time? #millennials #finance #invesing

By at least one measure, the Great Recession was at least five times worse than the Corona Crash. #economy #wealth #stockmarket

How to ensure that you are one of the “more impressed with” advisors to keep your clients. #financialadvisors #success

As their personal finances get more complicated, Millennials are a target to alter their use of financial professionals. #financialadvisors

While many of our concerns are similar, there are still many personal and national concerns that have not been addressed. #america

Are there are ways in which financial advisors can attract investors from that non-believing segment? #investors #financialadvisors

Investors who work with financial advisors rarely turn over the entirety of their investable assets to their professional advisor. #financialadvisors

In times of dire financial situations, the relationship between a financial advisor and a client investor can be either strengthened or strained.

Investors are not likely to return to pre-coronavirus levels of confidence about investing any time soon. #stockmarket #investing

Understanding the fears of your clients will allow you to suggest appropriate asset allocations for them throughout this volatile year.

Financial advisors invariably ask themselves one question which nags at them as they try to attract new business. #business #investors

Eighty-eight percent responded that they do not care about the advisor’s gender in determining who to work with. #financialadvisors

Investors still want to find a way to invest in order to increase their assets. #stockmarket #cash #finance #financialadvisors

It would seem incredibly stupid to try to convince you that politics and the markets have no relationship. #stockmarket #financialadvisors

Advisors need to address investor concerns as it relates to the economy and the upcoming election. #election #financialadvisors #POTUS

40% of all investors have a higher regard for their financial advisor as a result of how they approached communication to their clients

Investors do not blame the financial services industry for the current financial meltdown. #financialadvisors #stockmarket #investing

The No. 1 referral source they give the greatest credence to in finding a new advisor would be their personal accountant. #financialadvisors

More than a month after the Coronavirus Crash, investors are reassessing their losses, working at home and evaluating what to do next.

While most of your clients are very satisfied, sometimes the wealthiest clients, who may be looking elsewhere in the future. 

It’s important to seize the opportunity and ensure potential clients see that you have the expertise and ability to help them #financialadvisor

Investors recognize when their own advisor goes above and beyond the tasks which provide revenue and report increased satisfaction

Comparing the financial and economic losses of the Great Recession to the losses from the Corona Crash will take many years of study.

Biden is an acceptable Democratic choice, if not quite as attractive from a business standpoint as President Trump himself. #economy

The time advisors spend trying to understand the differences between investors and their attitudes toward investing is time well spent. 

This is the time to increase your importance to your clients by ensuring them that you are looking out for their best interests. #advice #financialadvisor

Much of the stock market crash is related not to the coronavirus itself by to how governments and corporations are reacting to it.

When investors are asked about national concerns, they consistently identify the following. #investing #concerns #future #stockmarket #elections

Technology has created a world in which everything anybody needs to know is available to them with the touch of a few buttons. #finance

The investors were asked to name the No 1 aspect of an advisor’s personal presence and information provided. #expertise #advice #success

Morgan Stanley and E-Trade arguably provides an infrastructure to bring the investor in at an early point of his or her investment journey.

Investors report that they might still respond to a cold call, even if that cold call involves no actual “calling”. #sales #strategy

Accountants and attorneys are more likely to recommend a financial advisor who has a certification, specifically a CFP or a CFA. #referrals

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Women Don't Want Female Advisors

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The Virtual Human Advisor

With Wealth Comes Investing Choices

Why Undecided Voters Are the Most Interesting in 2020

The Topic That Most Bothers Affluent Investors

Impeachment Does Not Agree With Investors

What's Missing From The Financial Plan You Offer?

When Advisors Should Make the Call