Name: 3 Things Advisors Need to Know About Their Clients
Uploaded: 2025-11-11T20:16:00Z
Duration: 1 min 6 s
Description: John Nersesian, head of advisor education at Pimco, describes what advisors must learn about their clients in order to provide “the very best possible advice.”

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"We're trying to build an infrastructure at a pace the world has never seen before," Said Mike Intrator, CEO of CoreWeave. This interview was recorded on Jan. 21, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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CoreWeave CEO on Whether the AI Boom Is a Circular Economy

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CoreWeave CEO on the Future of the 'AI Economy'

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CoreWeave CEO on the Company's Relationship With Nvidia

Mike Intrator, CEO of CoreWeave, discussed the company's investments in self-built data centers, as well as third-party infrastructure. This interview was recorded on Jan. 21, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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CoreWeave CEO on the Company's Data Centers

Mike Intrator, CEO of CoreWeave, explained why the company's relationship with Nvidia is "symbiotic but not equal," the future of the AI economy, and more as part of a conversation with Barron's editor at large Andy Serwer. This interview was recorded on Jan. 21, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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CoreWeave CEO on Nvidia, AI, and Building the Cloud

Joseph Dominguez, President and CEO of Constellation, discussed global aspects of the energy business. This interview was recorded on Jan. 20, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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Constellation CEO on Transmitting Energy Globally

Joseph Dominguez, President and CEO of Constellation, discussed the future of the electric vehicle industry. This interview was recorded on Jan. 20, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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Constellation CEO Sees Steady Growth for EV Demand

Joseph Dominguez, President and CEO of Constellation, discussed President Donald Trump's call for an emergency power auction. This interview was recorded on Jan. 20, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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Constellation CEO on Trump's Plan to Cut Mid-Atlantic Electrical Bills

This level of energy demand has not been seen "in a long period of time," said Joseph Dominguez, President and CEO of Constellation. This interview was recorded on Jan. 20, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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Constellation CEO on What Hyperscalers Mean For the Energy System

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BofA’s Favorite Non-AI Stocks

Jack Hough talks to TJ Thornton, Head of Global Research Product Marketing at BofA Securities about diversifying stocks to hedge AI risks.

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Steve Quirk, chief brokerage officer at Robinhood, breaks down the value of tokenizing stocks in different markets.

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Jack Hough talks to Steve Quirk, chief brokerage officer at Robinhood, about trends in retail investing.

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For younger clients, advisors should discuss immediate life goals, not just distant  milestones, says Anthea Tjuanakis Cox, Morgan Stanley’s head of financial planning. “‘Make sure that you bring in the things that are actually relevant now.”

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‘Three Magic Words’ That Advisors Should Say to Clients

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Relevance, Empathy, and Trust

Bill Cates, founder of Referral Coach International, describes how financial advisors can distinguish themselves from competitors.

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What’s Your Differentiator?

Although the northeast is still a “very strong market,” advisors and wealthy clients have been moving to the Southeast since Covid, says Jeff Gonyo, head of Wealth Management at Steward Partners.

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Advisors and Wealth Are Shifting to the Southeast

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Emily Green, head of wealth management at Ellevest, discusses the company’s intensive approach to training advisors on alternative investments.

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How Ellevest Works With Advisors and Alternative Investments

Clients are concerned with the timing of distributions and the after-tax return of a fund and focus more on the value they receive than a fund’s fees, says Emily Green, head of wealth management at Ellevest.

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Emily Green, head of wealth management at Ellevest, says advisors should “show up” where women are, be sensitive about how they are showing up, and focus on helping clients achieve their goals.

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Sustainable Investing and the Wealth Transfer

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John Nersesian, head of advisor education at Pimco, describes what advisors must learn about their clients in order to provide “the very best possible advice.”

https://m.wsj.net/video/20251111/6cd54b69-0d21-4e4e-9cab-3429fadcbd3e/1/hls/manifest-hd-wifi.m3u8

3 Things Advisors Need to Know About Their Clients

There are three things I would encourage every advisor to know about their client in order to deliver the very best possible advice. Number one, you gotta know what my annual income is and what my marginal bracket is gonna be, because that's gonna drive a lot of our decision-making together. My charitable giving, my retirement account contributions, the kinds of investment I hold in my portfolio. A lot of that's driven by my income and marginal bracket. Number two, you should definitely know whether or not I'm subject to the standard deduction, and as a reminder, that larger number was made permanent under OB3. It was actually increased to $31,500 . You should know if I'm taking the standard deduction or whether or not I'm gonna be itemizing under Schedule A. That distinction is going to drive a lot of our activities. And then the third thing that we should definitely know or include in our planning process is whether or not I am subject to the AMT with its lower rates of 26 and 28% versus the higher rates of 37 under the regular code.