June 1, 2016

Reporting Built Around the Client

All too often, those of us in the wealth management space get stuck describing clients’ wealth in terms that we think make perfect sense, but that they don’t understand. It’s an easy habit to fall into. Portfolios that are straightforward to us often seem complex to them. It’s not easy to explain in simple language and visuals how different asset classes change over time, or why members of a family can be exposed to different levels of risk. Especially since these concepts are often so different from those they knew when creating their wealth and almost always exclude the client’s innately human aspirations, challenges and concerns. Read More...


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