Enhancing the professionalism of financial advisors in the best interests of the consumer

FORUM Magazine – October 2011

FEATURES

The Ideal Advisor
What characteristics make up the "ideal" advisor? From proactive and open communication to fee disclosure and client education, FORUM's survey of high-net-worth clients tells us which advisor traits are most important in today's economic climate. By Deanne Gage

Raising your Social Capital
An advisor's ability to engage his high-net-worth prospects and clients, and build the professional networks crucial to his success, largely depends on the extent of his "social capital." Financial skills and knowledge alone are not enough; social skills and cultural savvy are also important. Evan Thompson and Diana Wiley test your social capital and show you how to connect your soft skills to your bottom line


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Planning for the corporate market

Forum June/July 2011

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