Articles by Catherine McBreen
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Millennials Are Massive into Stocks
Just how many Millennials are investing, and what are the implications for their financial well-being? #Millennials #stocks
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Do You Dine With Your Advisor?
How do you feel about dining with your advisor, or cheering on your favorite sports team alongside a financial professional? #advisors #clients
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Impact of Recession on Advisor Relationships
How are investors responding to this market decline with regard to their relationship with their financial advisor? #investors #advisors
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Who Really Qualifies for Wealth Management?
Wealth management has previously been reserved for only ultra wealthy households, which is not the case any longer. #advisors
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Millionaire Real Estate Ownership
Owning a home is a financial milestone, one that is often the largest purchase an investor will make in their entire lives. #realestate
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Expectations Investors and Advisors Have Differ
Financial professionals need to understand what investors expect from wealth management, and how those expectations have evolved over time.
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Advisor Selection Criteria
How did your clients select you to be their primary financial advisor? Do you know what it was about you that caused them to make that final decision?
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The Services Wealthy Clients Value Most
Several traits were presented, with investors having the option to determine if the service was valuable, beneficial, or not needed from their advisor.
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Who Do the Wealthy Pick as a Trustee?
Placing assets into the legal structure of a trust is something that wealthy investors chose to do for a variety of reasons. #trustee #trust
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Are Women More Conservative Investors?
The needs of a female investor are unique and should be part of the conversation in every interaction with a financial advisor.
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Why Women Use Financial Advisors More Than Men
Financial professionals need to take notice that women are choosing to use financial advisors more than men. #advisors #women
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How Young is Too Young to Have a Financial Advisor?
At what age is it appropriate to meet a financial advisor? #financialadvisor #investor #investing #advice #wealthmanagement
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How the Wealthy Generate Investment Income
Who are the wealthy investors looking to in order to help them find new ways to generate investment income? #financialadvisors
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Are Rich People Educational Snobs?
Just like everyone else they realize the cost of education is very high and they are looking for the best value for their dollar. #wealth
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Ways to Prospect the Knowledgeable Investor
Investors are more likely to be pursuing new information about investing, and thus might find it attractive to hear from an financial advisor.
