Browsing Tag
3ethos
16 posts
In the financial world, the three ethos—ethos, pathos, and logos—describe persuasive appeals used in communication. Ethos is credibility, such as a financial advisor’s trustworthiness or a firm’s reputation. Pathos appeals to emotions, like investor confidence or fear driving market behavior. Logos is logic, using data, charts, and analysis to justify financial decisions. Together, they shape how financial professionals build trust, influence choices, and present strategies.
Why ‘Resilience’ Is The New Critical Advisor Success Factor
Resilience is going to determine the quality of your reopening, your first-mover status, and whether your new normal…
5 Critical Advisor Steps to Plan for Your ‘New Normal’
When you’re given the go-ahead to reopen, there’s a strong likelihood that you’ll not be going back to…
401(k) Fiduciary Well-Being and the Importance of Trust
As a 401(k) specialist, you’re probably considering, or you’re already broadening, your services to extend well beyond traditional…
How 401(k) Fiduciaries Performed in 2018
Discover insights from the 2018 fiduciary behavioral governance study on leadership, stewardship, and decision-making.
How to Assess If You Are A True Fiduciary Advisor
We need to reassert that 'fiduciary' is a transformational process that takes place over a lifetime of selfless service. In contrast, it’s not a transaction that can be brokered by self-serving faux-fiduciaries.
How to Truly Measure the Value of a Fiduciary
One of the many problems with the fiduciary standards proposed by the DOL and SEC is that they do not understand the value of a fiduciary.