Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
10 advantages of term life insurance
By Stephan R. Leimberg, Robert J. Doyle, Jr., Keith A. BuckAlthough some agents and advisors believe that whole life insurance is always a superior product, term life insurance does its advantages and can play an important role in a client's financial plans.
July 13, 2016
10 Best Cities for Millennials to LiveTaking into account job opportunities, access to nightlife, affordable housing and cost of living, these 10 locales are where millennials should look to live.
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.