Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Retirement Income 25% Lower for Women: NIRS
By Danielle AndrusWomen past traditional retirement age have about 25% lower incomes than men of the same age, according to the National Institute for Retirement Security.
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.
March 01, 2016
Thinking Clearly Amid Investment Data’s BuzzCareful investment requires making sense of a chaotic world.