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

FORUM Magazine – October 2011


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


Planning for the corporate market

Forum June/July 2011

In this Issue