Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
1 in 5 Investors Don't Have an Advisor but Want One: Wells Fargo
By Emily ZulzYoung investors in particular have an unmet need for advisors, Wells Fargo's Wayne Badorf says.
April 10, 2019
How to Meet a High-Profile StrangerIt's not as hard as it seems, and that stranger could become your best client.
April 09, 2019
10 Dumbest States for Financial Literacy: 2019WalletHub ranked the 50 states and the District of Columbia based on financial habits, financial education and other metrics.
April 08, 2019
Your Prospect Said Yes: How to Hold It TogetherShow your new client that this is not a transaction but the beginning of a new relationship.
April 08, 2019
Almost All Advisors Are Using Social Media: SurveyNinety-eight percent use social networks for business and/or personal purposes, including 83% that use them for business purposes, according to a Putnam Investments survey.
April 08, 2019
Investor-Advisor Discussions Dominated by Market Volatility, Politics: Eaton VanceFour out of five advisors reported that the current political environment was an important part of client conversations.
April 05, 2019
10 Smartest States for Financial Literacy: 2019WalletHub analyzed financial-education programs and consumer habits to find the states with the best financial literacy.
April 04, 2019
Best Firms for Self-Directed Investors: J.D. Power — 2019Clients who use some professional guidance are more satisfied on average than pure DIYers, the research finds.