Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Advisors Instill Confidence in Face of Recession
By Michael S. FischerA CFP Board survey found that people working with advisors were significantly more confident that they were prepared for a downturn.
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.
September 30, 2019
Hit by Natural Disaster? Tax Reform Tangles Tax ReliefClients now must understand both the complexities that have always existed in claiming a loss deduction and the changes made by the tax law.
September 30, 2019
Some of the Biggest Data Risks Are Low TechIn a survey, 7 in 10 managers said they had found a confidential document left in a printer.
September 29, 2019
10 Medicare FAQs You Should KnowHow are telehealth services covered? Is care outside the U.S. excluded? Learn the answers to these and other key questions.