Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Why Clients Leave an Advisor, Pt. 2: Clients Stay When You Care
By Mike PattonWhen you understand who your clients are as people, as opposed to how wealthy they are, you will understand why they do what they do.
May 19, 2016
Ex-Morgan Advisor, Ami Forte, Grapples With Fallout of Affair With Billionaire Client, Roy SpeerAfter FINRA ruled that Speers widow should be paid back $34 million, Morgan Stanley fired Forte, arguably the firms most prominent financial advisor.
May 18, 2016
Lex Sokolin: Fintech Futurist – The 2016 IA 25Lex Sokolin's financial services story starts in high school.
May 18, 2016
Want to Win the Robo Game? Think Like a Chess Champ: Envestnet CEOAdvisors who fear robo-advisors and other technological advances should take a tip from chess grandmaster Garry Kasparov, Envestnet CEO Jud Bergman says.
May 18, 2016
Impact Investing Is at ‘Sweet Spot’ for AdvisorsThe impact investing wave is "mature enough" but "it hasn't yet crested," says impact investing pioneer Amber Nystrom.
May 17, 2016
Wealthy Women vs. Wealthy Men: 4 Key Differences in How They Invest"Advisors may need to encourage wealthy women to be more aggressive in their investment philosophy," a Spectrem Group white paper states.
May 17, 2016
Top 15 Cheapest States for Long-Term Care: 2016Even in these states, LTC is expensive, averaging $38,583 a year in the cheapest state, Genworth reports.
May 16, 2016
Kol Birke: Commonwealth's Empathetic Technologist — The 2016 IA 25Being able to "unstick" conversations is critical to helping clients make the smartest financial decisions.