Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Attract More Female Advisors and Clients
By Bernice NapachThis challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
October 05, 2017
Regulators Issue Joint Investor Bulletin During World Investor WeekSecurities regulators on six continents are participating in the investor education and protection event.
October 04, 2017
Trump Tax Reform Plan Could Roil Small-Business RetirementWhile many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients retirement planning options.
October 03, 2017
Coach Fulmer: 6 Ways Advisors Can Build Winning TeamsGrowing trust in business is not all that different from coaching college football, according to Phillip Fulmer, former head coach at Tennessee.
October 03, 2017
‘Meaningful Changes’ to CFP Standards Proposal May Come Soon: AikinThe head of the board of directors of the CFP Board said those changes could be decided at its November meeting.
October 03, 2017
Focus on the Ground GameAfter a 5-year streak of stock returns averaging over 14%, focus on winning the game for your clients rather than keeping up with the S&P.
October 03, 2017
‘You Should Be Fired’: Sen. Warren Rips Wells Fargo CEOAt best you were incompetent, at worst you were complicit, Warren said to CEO Timothy Sloan, who was testifying before the Senate.
October 03, 2017
Follow the RMD and Your Clients Won’t Go Broke in RetirementCraig Israelson, executive-in-residence at Utah Valley University's financial planning program, offered up advice at the FPA annual conference.