Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
‘Meaningful Changes’ to CFP Standards Proposal May Come Soon: Aikin
By Bernice NapachThe head of the board of directors of the CFP Board said those changes could be decided at its November meeting.
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.
October 02, 2017
Want Clients? Use ‘Little Data’ to Get Big ResultsHow to use small amounts of data and Google Maps to create great outcomes for both your CRM system and advisory practice.
October 02, 2017
Best of ClassHow an idea, a teacher and a public school leader are inspiring advisors to create a legacy that will reverberate through their communities.
October 02, 2017
Creating Client Events That Aren't a Waste of TimeA common line of questioning I get from my clients goes something like this: Are generational changes best understood through the lens of life stages? Don't we all change and evolve as we grow older?
October 02, 2017
Mark Tibergien Looks to the Future of RIAsReaders voted Tibergien the industry's most influential person (ahead of Warren Buffett). In an interview, he reflects on the state of the RIA business model.
October 02, 2017
Individuals’ Personal Info Revealed in SEC EDGAR HackA test filing accessed by third parties contained names, birthdates and Social Security numbers of two individuals.
October 02, 2017
Fifth of Millennials Call Themselves ActivistsA new study finds millennials worried about the countrys direction and examines their efforts to bring change.