Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
4 Tips for Talking Politics With Clients
By Emily ZulzExpect clients to ask about politics, and be prepared to keep the discussion constructive, Capital Group says.
November 02, 2018
Want a Divorce? Better Do It NowTax overhaul kills alimony deduction for divorces after 2018; reaching a deal soon could mean tens of thousands in savings.
November 02, 2018
SEC Updates List of Fake Firms, RegulatorsThe so-called PAUSE list has been updated with eight bogus regulators, four "spoofers" of real firms and 16 soliciting entities.
October 31, 2018
Global Billionaire Wealth Has 'Greatest-Ever Increase,' With China at ForefrontWhile the U.S. growth rate slowed slightly, Chinese billionaires led the way, expanding their wealth by 39%.
October 30, 2018
Joe Duran: Asking for Referrals Is 'Demeaning and Cheap'Here's a better way to get new clients, according to the United Capital CEO.
October 26, 2018
To Many Investors, All Advisors Sound the Same: StudyA Pershing survey finds most advisors fail to convey a unique value proposition.
October 25, 2018
Mark Tibergien's Blueprint for RIAsRIAs' growth surge should continue, the Pershing Advisor Solutions CEO says, but it won't be without challenges.
October 25, 2018
Industry's Need for More Female Advisors Takes Center Stage at EventExecutives at Raymond James describe why work as a registered rep makes so much sense for female professionals and what they are doing to move the needle.