Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Senate Could Vote on Tax Bill as Early as This Thursday
By Bloomberg NewsTrump 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 21, 2017
CFPB Fines Citibank for Misleading Student-Loan PracticesThe bureau ordered Citibank to end its illegal practices and pay $6.5 million in redress and fines.
November 21, 2017
10 Most Tax-Friendly States for Retirees: 2017You cant always judge a retirement place by its weather, although low taxes in some northern states may warm a retirees heart.
November 20, 2017
Joe Duran’s 6 Rules to Succeed in the Age of VanguardDuran gave the Schwab Impact audience concrete ideas to help advisors successfully deliver financial advice in a world of disruption.
November 17, 2017
If Wynonna Judd Needed Financial Therapy, Maybe Your Clients Do TooRick Kahler, CFP, tells ThinkAdvisor how advisors can offer financial therapy and how he helped save the country star from the brink of bankruptcy.
November 16, 2017
Creating a Special Needs Plan for Social Security, ABLE AccountsRecent data shows one in five individuals will face the need for special needs financial planning, but its often overlooked by advisors.
November 16, 2017
Helping Millennials Embrace Investment RiskMillennials are more timid than older generations when it comes to investing their money.
November 16, 2017
Passive Investing a ‘Great Way to Free Up Time’: Schwab’s ClarkMost indie advisors see the rise of passive investing as an opportunity, not a threat, according to a Schwab survey.