Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
4 Scams That Target the Elderly
By Ginger SzalaAlert your clients to be leery of anything that doesn't sound right, especially if they're in the giving mood.
November 27, 2019
FINRA Seeks Option to Move Some Arbitration Claims to CourtThe plan would also allow investors to withdraw an arbitration claim if the broker or firm becomes inactive or bankrupt.
November 26, 2019
10 Ways Your Happy Client Can Help YouWhat to say when your client asks, "What can I do to help you?"
November 26, 2019
10 Investment Tax Facts You Should KnowFrom Bitcoin to mutual funds to ETFs, test your knowledge on how a range of investment vehicles are taxed.
November 26, 2019
Are Fixed Indexed Annuities Trending Again for 2020?With the demise of the old Labor fiduciary rule and other rules, fixed indexed annuities might be making a comeback.
November 25, 2019
Guilt, Control Issues Can Keep Clients From Using LTC PoliciesGetting clients with long-term care insurance to use it can be tricky. Here's how one advisor handles it.
November 25, 2019
Why Is Talking With Family About Money So Hard?To get families talking, Lincoln Financial presented a social experiment.
November 25, 2019
Is an Employee Ready to Jump Ship? Watch Out for These SignsThe thrill might be gone for some staff members who are ready to move on. Stay alert to these potential actions so you can be prepared.