Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Edelman: What’s Top of Mind for Advisors? Technology, Recruiting Women
By Melanie WaddellFemale clients are not a "legitimate segment" to pursue, Ric Edelman said on a panel, but "women as advisors have been ignored" and "tend to be the best" advisors.
February 03, 2016
Surprise! Investors Often Don’t Know What Their Goals AreBehavioral science can explain why it's surprisingly difficult for clients to accurately tell you their goals, but it can also provide ways to help.
February 02, 2016
A Fiduciary Primer: What’s a Rep’s Responsibility to Clients?Questions from a veteran RIA and former broker reveal the lack of understanding among advisors of the fiduciary issue.
February 02, 2016
Michael Finke Named Dean of The American CollegeMichael Finke of Texas Tech will soon be the dean of the the program that provides education for CFP, ChFC and other advisor designations.
February 02, 2016
20 Wealthiest Places in AmericaIf you want to build your roster of high-net-worth clients, these are the towns you should be targeting.
February 01, 2016
Generation X: Have Advisors Forgotten Them?Their assets are substantial and growing, but when it comes to protecting those assets, theyre laggards. Enter the wealth manager.
February 01, 2016
How to Build a Family Office EnvironmentUBS's Ira Walker explains how he's remaking his service model.
February 01, 2016
Advisors in Pursuit of HappinessAdvisors' happiness, or lack thereof, affects the level of comfort and trust felt by clients, and by colleagues, staff and others they deal with.