Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Why AUM Fees 'Poison' the Advisor-Client Relationship: Bert Whitehead
By Jane Wollman RusoffThe longtime advisor tells ThinkAdvisor about being "vindicated" by the DOL and why massage therapists make great referrers.
September 20, 2018
Looking to Recruit Millennials? Student Loan Repayment May Be a New HookAn IRS rule change allows student loan assistance in a tax-preferred manner.
September 19, 2018
Regulators Warn of Hurricane Florence-Related Scams"When a natural disaster strikes, it's not uncommon for scammers to rush in," said FINRA's Walsh, as self-regulator released Investor Alert.
September 19, 2018
When Clients Push Back on Pricing: 5 Strategies for AdvisorsYou bring value to your clients in many ways that don't ring the cash register, but sometimes they just want to talk fees.
September 18, 2018
4 Personality Traits That Influence the Path to RetirementMoney isn't the only factor shaping your clients' retirement decisions.
September 17, 2018
Advisors, Not Their Clients, Should Lead on ESG InvestingThat's the conclusion of multiple presenters at this year's Sustainable Investing Conference sponsored by Gitterman Wealth Management.
September 13, 2018
5 Foreign Cities to Retire on $37K a Year or LessInternational Living explores five cities in Europe, Latin America and Southeast Asia where retired couples can live affordably.
September 12, 2018
Recession Wounds Still Raw 10 Years Later: BettermentTen years after the crash and subsequent recession, many people are still struggling to get their finances back in shape.