Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
When Fear of Firing Leads to Fear of Hiring
By Olivia Mellan, Sherry ChristieAdvisors are sometimes reluctant to hire the additional staff they need out of fear that theyll have to let them go in case of a business setback.
July 26, 2016
Selling Fiduciary Advice to Confused InvestorsRon Rog's early '90s fee-only campaign inspired hundreds of articles in the mainstream financial press about the benefits of fee-only advice.
July 26, 2016
How to Handle Client Setbacks: Advice From 6 Industry GurusAnyone in the planning business knows the humbling adage, Man proposes, but God disposes. Or more colloquially, Stuff happens.
July 25, 2016
Top Portfolio Products: ARK Launches 3D Printing ETFThe PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
July 25, 2016
4 Types of Affluent Gen Xers and Millennials and How They InvestThese four investing styles are common among younger age groups.
July 25, 2016
How an Advisor's Compensation Structure Affects the Client RelationshipWhy a fee-based comp model is more beneficial to the advisor's company, the advisor and the client.
July 22, 2016
Financial Stress Has Toxic Effects on EmployeesOne financial factor is key in determining an employees financial stress level, finds a study by Financial Finesse.
July 21, 2016
The SEC Investor Advocate’s View Askew: The Illusion of Fee DisclosureWhats missing in the SEC report are the costs to investors of recommendations by advisors who do not have a fiduciary duty.