Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Decode Your Clients: Behavioral Risk Segmentation
By Victor GaxiolaTruly understanding each clients needs is the best way to earn referrals by turning clients into raving fans.
November 28, 2017
IRS’ 7 Cybersecurity Tips to Keep Holidays From Ruining Tax SeasonNational Tax Security Awareness Week is a good time to have clients conduct a personal security audit.
November 27, 2017
Reducing RMDs’ Tax Impact by Using NUA Tax BreakTo reduce potential future tax burdens of RMDs, an often-overlooked net unrealized appreciation strategy may benefit younger clients.
November 27, 2017
Tax-Hike Fears Fuel Talk of Exodus From NortheastThe GOP's tax proposals would drive up taxes for many high-earners in the New York City area--should they move?
November 27, 2017
12 Best Big Cities for Successful Aging: 2017Milken ranked 381 metropolitan areas; we focused on big cities here.
November 27, 2017
How DC Plan Participants Behaved in First Half of 2017: ICIOnly 1.6% of DC plan participants stopped contributing in the first half of the year.
November 27, 2017
Senate Could Vote on Tax Bill as Early as This ThursdayTrump signals he will be involved in final push; CBO hasn't scored bill yet; some Republican Senators are balking at impact on the nation's debt.
November 24, 2017
Need a College Scholarship? A Website Has 7 Million of ThemThe TFS Scholarships website is free, has no ads and connects to more than 7 million scholarships worth $41 billion.