Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Your Clients’ Expectations
By James J. GreenMany advisors believe that those darn robo-advisors or digital advice platforms do not represent a serious threat to their livelihoods.
March 01, 2016
How Advisors Can Stop Losing Clients’ Heirs as ClientsWith the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients inheritors is an increasingly valuable advisory skill.
March 01, 2016
The Year of Fear: How Advisors and Clients Can Handle ItIn these unsettled days, how can you identify fear-based attitudes and behaviors? Olivia Mellan and Kol Birke explain how to cope.
March 01, 2016
Think Taxpayer Identity Theft Could Never Happen to You? Think AgainIdentity theft complaints rose 47% in 2015 largely on increased tax refund fraud, the FTC reported, but most taxpayers say they aren't worried.
February 29, 2016
Increase Client Engagement With SLCT ProtocolSLCT, pronounced select, stands for Scribing, Laddering, Checking and Triaging.
February 29, 2016
Wall St. Meets Hollywood: 9 Biggest Grossing Business MoviesFinancial wheeling and dealing, most recently in the Oscar winner The Big Short, makes for memorable movies and pretty good box office.
February 26, 2016
How Advisors Can Protect Lawyers’ Retirement Funds From a CrashSome lawyers have an uncomplicated retirement plan ... Keep working, one lawyer says. But advisors have other ideas to help protect their nest eggs.
February 26, 2016
Beyond Mandatory Arb: 4 Options for Advisor-Client Dispute ResolutionWhen crafting investment advisory contracts, consider other dispute resolution mechanisms that may be a more attractive dispute alternative for firms and their clients.