David Dubofsky

Author

David Dubofsky is co-author of Your Total Wealth: The Heart and Soul of Financial Literacy. He is also the author of over 40 academic articles. Previously, he taught finance at Texas A&M University, Virginia Commonwealth University and University of Louisville.

Retirement

The art of asking: How the right questions, worded precisely, can help older clients

By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood.

By Lyle Sussman

November 30
Practice and client management

5 prescriptions for bridging the client communication gap

You don’t have to be a silver-tongued orator to create trust — you do have to listen.

By David Dubofsky

April 4