Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Summer Planning for Stress-Free Fun
By Fran O'BrienSummer is a season of recreational fun and personal relaxation. Unfortunately, summer is also the riskiest season of the year.
May 25, 2016
DOL’s Best Interest Standard May Be Tougher Than It LooksThere were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on best interest and sole interest standards.
May 25, 2016
What Wealthy Americans Have in CommonA study by U.S. Trust creates a portrait of high-net-worth Americans, focusing on their backgrounds, how they built their wealth and how they use it.
May 24, 2016
Mark Kantrowitz: College Financing Ace —The 2016 IA 25Its not surprising that Mark Kantrowitz has become the go-to guy for all things related to paying for college.
May 24, 2016
Top 7 Most Honored People in IA 25 HistoryThe 2016 IA 25 focused on the less well-known operators in the advisory industry, but you'll probably see these familiar faces again soon.
May 24, 2016
Making an 'Impact' on Clients With Impact InvestingNeed a value prop thats timely, resonates with clients (especially women and millennials) and actually shows your value? Get on the ESG train.
May 24, 2016
Retirement Planning's Hard Reality: Savings Trump ReturnsSorry, but pipe dreams and unicorns dont actually exist, although the lottery is an option. Im kidding about the lottery part.
May 23, 2016
Marty Bicknell: An Innovator Entrepreneur — The 2016 IA 25Marty Bicknell, the CEO of Mariner Holdings, is above all an innovator who knows how to build a company from the bottom up.