Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
To Dig Deeper
By Stephen WendelPlease see these research articles for more information on behavioral finance.
January 29, 2016
AAPL by Any Other NameWhats in a name? When it comes to stocks and stock selection, quite a bit, actually.
January 27, 2016
Debate on Fiduciary Is Over; Battle for ‘Best Interest’ Rages OnThe debate on fiduciary duties ended with the DOL rule win. The battle continues over the meaning of fiduciary and best interest.
January 27, 2016
Why Advisors’ Google Presence Is More Vital Than They ThinkWith 40,000 Google searches a second, managing what potential clients find there is imperative for financial advisors.
January 27, 2016
Quiz Time: Do Investors Understand How Financial Services Really Works?Financial literacy is a noble goal, but clients and investors would be better served by understanding some basics about the industry.
January 25, 2016
8 Ex-NFL Stars Worth a FortuneWhile stories of fortunes lost generate much buzz, many NFL stars walk away from the game set for life and even increase their wealth.
January 25, 2016
Managing a Client’s Emotional Response to Declining MarketsIt is up to us to help clients fully understand and stay true to the notion buy low, sell high, Mike Patton writes.
January 22, 2016
Putnam Launches Campaign to Help Advisors Educate ClientsPutnam Investments is launching an information campaign that targets advisors as they try to educate their clients on various economic and financial issues.