Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
10 Ways to Answer 'What Do You Do?'
By Bryce SandersGet the other person interested enough to ask questions.
February 09, 2026
9 One-Liners to Help You Turn Prospects to ClientsThese short "scripts" help ensure you and your prospects are on the same page.
February 06, 2026
12 'Super' Stats for Super Bowl LXHere are some tidbits on the big game, the fans, the bets and, of course, the ads.
February 04, 2026
The 4% Rule: Love It or Leave It?Some like the simplicity of the approach, while others fear that its apparent inflexibility causes serious problems.
February 04, 2026
3 Keys to Courting CPAs, Attorneys to Boost ReferralsFinancial advisors get about 14% of new clients from referrals by other professionals, Cerulli finds.
January 29, 2026
Osaic Taps Finny for AI-Powered Prospecting ToolsOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 22, 2026
Why Retirees Are Afraid to Spend, and How Advisors Can Fix ItAsk retirees why they hesitate to spend, and you'll hear some familiar concerns.
January 22, 2026
Flourish Cash Integrates QuickBooks, QuickenThe collaborations address one of the most requested features from Flourish's growing business client base.