Why Clients Don’t Want to Be Convinced

Published on March 31, 2026

Clients do not want to be convinced. They want to decide. When a conversation supports that sense of ownership, commitment follows with far less effort, because the decision feels like an expression of who they are, not a response to someone else’s reasoning.

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Retirement savers have plenty of questions about a recent executive order that opens a path for alternative investments, such as private equity, real estate and digital assets, in 401(k) plans. One advisor shares why individuals have good reason to take pause.

When Financial Help for Adult Children Harms Both Generations

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