Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Ask for Business in 7 Stages of Friendship
By Bryce SandersYou can encourage people you know to become your clients, but don't take a "one size fits all" approach.
October 10, 2019
Advisors Instill Confidence in Face of RecessionA CFP Board survey found that people working with advisors were significantly more confident that they were prepared for a downturn.
October 10, 2019
How to Cut Through the Digital Clutter to Give Curated AdviceKeep your messages focused and your clients will absorb them more easily. Technology can help.
October 03, 2019
How and Why to Choose a Niche for Your Financial Planning PracticeA niche practice means you can deliver better service to clients and get more referrals.
October 02, 2019
Envestnet MoneyGuide Adds Riskalyze, College Planning to MyBlocksThe Kickoff block will help high-school aged children of clients prepare to pay for higher education.
October 02, 2019
Parents Missing a Chance to Teach Kids About Saving: AICPAThe average allowance is $30 a week, and very little of that is being saved, according to an AICPA survey.
October 01, 2019
100 Questions to Ask in an Estate Planning InterviewThe initial client interview is critical in estate planning, both to shield against malpractice concerns and to ensure a mutually beneficial relationship.
October 01, 2019
Who Gets Scammed, Who Doesn't?A FINRA study examines what separates victims of fraud from non-victims.