Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
He Was an Outsider. Now He Advises NFL Stars.
By Jane Wollman RusoffPeter Borowsky, advisor to the Patriots' McCourty twins and others, tells ThinkAdvisor how he cracked this niche without connections.
April 03, 2019
Ex-NBA Star, Set for Life, Advises the Newly Wealthy for No PayTroy Murphy tells ThinkAdvisor about his firm, which donates its profits to financial literacy groups.
April 02, 2019
What Ensemble Practices Can Learn From Classic RockersHere's how to keep the band together for the long haul.
April 01, 2019
Top 10 Direct-Sold 529 College Savings PlansThe latest performance rankings from savingforcollege.com, along with some plan details.
March 28, 2019
Why Schwab's New Pricing Plan Is a Big DealMark Tibergien, Michael Kitces and others weigh in on how the new subscription model could affect advisors.
March 26, 2019
Advisor Exam Rate May Fall in 2019, Says SEC; New Services Planned for Emerging FirmsPlus, Dynasty Financial Partners shares details about its new headquarters, and Raymond James hires a new executive for its Investment Advisors Division.
March 26, 2019
Tech Execs Warn of 'Consumer-ification of Wealth Business'Advisors must boost adoption of digi tools to stay relevant, say Black Diamond execs Eli George and Bjorn Widerstedt; meanwhile, TD Ameritrade Institutional tech guru Dani Fava urges advisors to watch and read more sci-fi.
March 26, 2019
How Car Accidents Can Wreck Retirement AccountsMore than 3 million Americans have auto accidents each year. Advisors need to coach their clients to be fully covered.