Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Half of $5M Investors Found Their Advisor Without a Referral: Survey
By Michael S. FischerOnly 31% of investors with at least $5 million found an advisor based solely on a referral, Ficomm Partners reports.
May 18, 2026
Nitrogen Rolls Out Legacy CenterThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.
May 15, 2026
Kitces: How AI Could Worsen the Advisor ShortageThe technology, the planner suggests, could lead firms to gut entry-level roles, creating experience gaps.
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
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.