Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Nitrogen Rolls Out Legacy Center
By Rob BurgessThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.
May 05, 2026
Employees Use Digital Tools More Often but Still Prefer Human AdviceWorkers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.
May 04, 2026
Average Yearly Financial Planning Fee Surges 52% in 3 YearsFlat fees have risen by 15% since 2023, Envestnet reports, while subscription fees have reached $595 per month.
April 29, 2026
Advisors Expect Year-End Stock RallySeven in 10 expect the S&P 500 to finish 2026 up by 5% or more, InspereX research finds.
April 28, 2026
10 Ways to Answer 'What Do You Do?'Get the other person interested enough to ask questions.
March 04, 2026
Yes, Bank Advisors Can Be Entrepreneurs TooWith ownership over advice, those who go independent often rediscover the most energized version of their professional identity.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 09, 2026
9 One-Liners to Help You Turn Prospects to ClientsThese short "scripts" help ensure you and your prospects are on the same page.