Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Should You Bother Sending Holiday Cards in 2020? Let's Decide Now.
By Bryce SandersIs sending holiday cards worth the effort? Celebrities, CEOs and the British royal family seem to think so.
December 31, 2019
What Advisors Expect From Markets, Clients in 2020 and BeyondAn SEI survey finds that few prioritize improving the investor experience as a top goal for the year ahead.
December 30, 2019
8 Advisor Resolutions for 2020How to strengthen your client relationships in the new year.
December 26, 2019
10 Things Advisors Can Do When SnowboundYou may be snowed in, but that doesn't mean you can't be productive.
December 26, 2019
Making the Switch to Retainer-Based PlanningHere are some examples of how this business model can benefit your clients.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 20, 2019
15 Funky, Expensive Gifts for the WealthyHere's a look at the unique and high-priced gift wonders (and their price tags) that we found on Ranker.
December 19, 2019
Robinhood Fined $1.25M by FINRA for Customer Order Routing MethodThis is the latest stumble for Robinhood, which started no-commission trading years before Schwab and others followed.