Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
12 Pieces of Advice for Divorcing Clients and Their Children
By Barbara ShapiroIf your client is separating from their spouse, help them keep their children from becoming casualties.
October 30, 2017
Why Words Matter to ClientsOur research found that certain common words and phrases are turn-offs to the HNW individuals that advisors are trying to attract.
October 27, 2017
Morningstar’s Good and Bad 529 Savings Plans in 2017Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.
October 27, 2017
More Retirement Plans Add Auto-Enrollment, Auto-Escalation FeaturesA survey by Alight Solutions covering nearly 10 million employees and $775 billion in assets found an increase in these savings-boosting strategies.
October 26, 2017
4 Facts About the World’s BillionairesBillionaire wealth as well as the number of billionaires grew in 2016, according to UBS and PwC.
October 25, 2017
Who Wins, Who Loses in Defeat of the CFPB Anti-Arb RuleLike many battles in Washington these days, the Senate vote against the CFPB rule pits consumer groups against financial institutions and their representatives.
October 25, 2017
Complex Client Chats Could Be Untangled by Speech SoftwareGridspace says its analysis software, from SRI Speech Labs, would eventually fit the needs of the financial advisory space.
October 24, 2017
Senate Preparing to Overturn CFPB Anti-Arbitration RuleThe House has already voted to void the CFPB rule, and the Senate could vote as early as today or tonight.