Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
11 Nifty Holiday Gifts for Clients Under $100 (Sorry, FINRA)
By Michael S. FischerAdvisors can buy these gifts to make an impression on your clients without running afoul of FINRA's gifting limit.
November 21, 2019
Schwab to Buy TD Ameritrade for $26B: ReportThe move comes amid pressure on revenues caused by October's race to zero commissions.
November 20, 2019
4 Common Questions About Reverse MortgagesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 20, 2019
5 Ways Reverse Mortgages Pay You MoneyOne positive of reverse mortgages is that the payouts are not taxable because they are considered a loan.
November 19, 2019
12 Cheapest States for a Comfortable Retirement: 2019Want to retire in a state where your savings don't go far, or move to a cheaper state where you can still live comfortably?
November 15, 2019
How to Follow Up on a ReferralDo you feel like the proverbial dog who finally caught the car? Fear not.
November 15, 2019
3 Ideas to Get the Most out of Client ReviewsThe regular account review meeting doesn't have to be something a client just endures. Target it to what they want to discuss — and they'll respond.
November 13, 2019
How to Get Wealthy People to Trust YouIf trust is earned a little at a time, where do you start?