You need to be mindful of strategies that promise too much
There may be suitability issues with these securities
Remind clients that downmarkets are a natural part of the investing process
Performance disclosure may be unsettling for clients and advisors
Too many advisors pay too little attention to how a client's risk label is determined
"Less is more" strategy will energize your practice
Higher fees mean lower returns - and increased risk
Be cautious in following star portfolio managers
Choose comparisons carefully, or risk confusing clients