Advisor’s Edge turned 15 this June. Its mission is to help client-facing advisors do their jobs better, and over the past 15 years, we’ve emphasized certain key messages.
Here are the top 15.

1. #1
Push your professionalism—regulators will enact rules to force higher standards. Pre-empt them.
15 timeless tips
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Push your professionalism—regulators will enact rules to force higher standards. Pre-empt them.
#1
1


When advising a couple, listen to both of them; and compensate if one dominates the conversation.
#6
6


Insurance is expensive. Explain how it covers risks, and adapt coverage as a client’s life changes.
#11
11

Originally published in Advisor's Edge