Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
FINRA Seeks Option to Move Some Arbitration Claims to Court
By Melanie WaddellThe plan would also allow investors to withdraw an arbitration claim if the broker or firm becomes inactive or bankrupt.
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.
November 22, 2019
11 Nifty Holiday Gifts for Clients Under $100 (Sorry, FINRA)Advisors can buy these gifts to make an impression on your clients without running afoul of FINRA's gifting limit.
November 21, 2019
Upper-Income Investors Say Charitable Giving Is a Top Priority: Wells FargoA Wells Fargo/Gallup poll finds the current political climate is a big motivator for giving.
November 21, 2019
How Storytelling Bolsters Financial Plans & Client RelationshipsPeople are 22 times more likely to remember facts if they are delivered within a story, a cognitive psychologist found.