Little Harold ran into the kitchen where his Mother was preparing dinner and said, “Hey Mom!  You know that antique vase on the stand in the front hall that has been handed down from generation to generation?”  When she looked up he reported, “Well my generation just dropped it!” The transfer...

The studies help to illustrate that your clients aren’t concerned with a return on their money, nearly as much as they are with a return of their money. Many clients don’t see their advisor as someone who can make them rich, they already know how to make money—they’ve been doing it their...