Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Betterment Assets Top $5 Billion; Firm Hires Its First CFO
By Bernice NapachBetterment CEO Jon Stein says assets are five times what they were just 18 months ago.
July 13, 2016
Trust: Being a Good Advisor Is About More Than Expertise and InformationFirst, listen to a prospect's needs, then present your solutions.
July 12, 2016
Sallie Krawcheck’s Robo for Women Goes Beyond ‘Pink It and Shrink It’Longer lives, differing salary curves and a distaste for jargon are among the investing issues the Ellevest platform is designed to address, Krawcheck tells ThinkAdvisor.
July 11, 2016
New FAFSA Rules Create New College Financial Aid StrategiesStudent loan rates are lower and FAFSA rules have changed, which creates new opportunities to maximize financial aid.
July 11, 2016
Top Negotiator Offers Tips for Dealing With ClientsSuccess as an advisor is largely a matter of learning to negotiate, Working with Difficult People author Raphael Lapin tells ThinkAdvisor.
July 08, 2016
Millennials and Attorneys Make the Same 4 Financial MistakesMany successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
July 07, 2016
Student Loan Delinquencies Climb Despite Economic RecoveryStudent loans are the only consumer debt sector where delinquencies are higher now than they were during the financial crisis, according to a new report.
July 07, 2016
Sen. Warren Blasts SEC Disclosure Initiative as Harmful to InvestorsThe attempt to simplify public company disclosure requirements is an "ill-conceived" waste of the SEC's time, Sen. Elizabeth Warren says in a letter.