Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Great Client Experience Lifts Shareholders, Too
By Jon PicoultOur new study reveals the value of a client-focused strategy in wealth management, for both a firm's clients and its investors.
September 16, 2019
Vanguard Releases New Framework to Calculate an Advisor's Value to ClientsThe framework, based on research involving clients of Vanguard's Personal Advisor Services, assigns a high value to emotional outcomes.
September 16, 2019
How to Avoid Client Complaints — and LawsuitsSome clients are just litigious, but you can follow these ideas to help minimize that risk.
September 16, 2019
Americans, Even Advisory Clients, Have a Big Estate Planning Problem: SurveyAn Edward Jones poll finds two-thirds of those with an advisor have not discussed estate goals and legacy plans.
September 13, 2019
Calm Clients During Volatile Markets With Technology and a PlanYour clients' financial plans should include instructions for how to react in certain market scenarios.
September 12, 2019
Questionnaires Are the Root of All Evil in Financial Services, Professor SaysDecision theorist Shachar Kariv tells ThinkAdvisor why surveys are a poor way to gauge risk tolerance and discusses his tools to gamify the process.
September 12, 2019
'Future-Proofing' Wealth Is HNWs' Top Investment Priority: SurveyMore than a third are looking to decrease their investment risk, an RBC survey found.
September 11, 2019
Millennials Get Creative to Afford Their First HomeHere's how buyers across generations saved for their first down payment, according to Bankrate.