11 Ways to Help Clients with Better Behavior

SSN Marketing Practice Development

11 Ways to Help Clients with Better Behavior By Corey Keltner, Practice Development Specialist Much has been written about the behavior gap and investment returns. While proper asset allocation, diversification and rebalancing are important, they are also relatively easy fixes to a portfolio. In this section, I want to talk about the planning gap. This is where irrational decisions can take …

Portfolio Construction vs. Investment Planning

SSN Marketing Practice Development

Portfolio Construction vs. Investment Planning By Corey Keltner, Practice Development Specialist Portfolio Construction vs Investment Planning Most advisors consider the investment process the core of their business. This is generally how you get paid and therefore where you focus your time. Lately though, we have been seeing a shift toward the commoditization of investment management. Asset allocation, diversification and rebalancing can …