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  • Why Clients Lie to Their Financial Adviser(03:23)
  • Clients may tell (or forget to tell) their adviser the whole truth about their financial situation. Here's a look at why they're not coming clean and ...
  • Date: August 01, 2013
  • Source: WSJ Video
  • The Importance of Advising Millennials(04:02)
  • Working with young professionals offers financial advisers a path to sustained long-term growth, but these young people face different economic realit...
  • Date: April 03, 2015
  • Source: WSJ Video
  • Understanding Your Clients' Motivations(04:26)
  • Behavioral financial specialist Hugh Massie shares tips on how financial advisers can better understand their clients' motivations and communicate in ...
  • Date: June 18, 2015
  • Source: WSJ Video
  • Advising Multinational Clients(02:22)
  • Advisers need to take an international approach to wealth management. BMO Private Bank's Terry Jenkins explains.
  • Date: July 01, 2014
  • Source: WSJ Video