Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Dispelling the Financial Psychobabble Women Tell Themselves
By Savita Iyer-AhrestaniPsychotherapist Ginger Dean uses her blog Girls Just Wanna Have Funds to help women understand the importance of financial independence and proper financial planning.
March 02, 2016
Speaker Ryan Continues to Assail DOL Fiduciary RuleThe congressman's tongue-in-cheek "fi-du-ci-a-ry" definition claims rule would "hurt millions of hardworking Americans," while a report claims it would cost the middle class $80 billion.
March 02, 2016
If Broker Arbitration Is Good for Investors, Why Is It Mandatory?FINRA and its member broker-dealers inherently have a massive PR problemone that isnt going to go away with some lipstick and a bit of makeup.
March 01, 2016
Bill Good: The Science of Client RetentionThere are certain time periods in the client relationship when clients are more likely to switch advisors, research shows.
March 01, 2016
How Fear WorksWhen sensory information enters the brain, it travels along two paths.
March 01, 2016
What We Say We Fear—And What We Really FearMany widespread fears cant stand up to impartial scrutiny. Overblown by the media, they take on larger-than-life significance in the national psyche.
March 01, 2016
SEC Has ‘Open Investigations’ of Rule 506(c) OfferingsSecurities and Exchange Commission Chairwoman Mary Jo White says the agency is investigating whether some issuers of private placements properly vetted accredited investors.
March 01, 2016
How to Cure Advisors’ Crisis of ConfidenceMany advisors are in a dispirited state; heres a better way forward.