Taming the Elephant in the Room: The Right Way to Talk about Performance

An advisor’s role includes dealing with your clients’ behaviors, and helping them understand how their behavior will be a determining factor in itemizing what needs to be done concerning their financial goals to get them from where they are today to where they want to be in the future.

Are we talking about money? Of course we are.

Are we expecting that money to grow? Absolutely.

But the journey is also about goals and plans.

Marty Kurtz, founder and partner at The Planning Center recently spoke with Eric Clarke, CEO of Orion Advisor Services, about re-prioritizing performance reporting in unique ways that empower clients to take control of their investments…

Read more about our unique view on investing and behavior here: Taming the Elephant in the Room


Marty Kurtz, CFP®
, is a Sr. Financial Planner in the Quad Cities office of The Planning Center, a fee-only financial planning and wealth management firm. Email him at: marty@theplanningcenter.com.

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