Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
2015: They Were Doing What? Robos, Flat Fees and Fiduciary
By Bob ClarkIn a reminiscent mood, looking back at the trends of 2015 and what they mean for individual advisors and the profession.
December 21, 2015
Bad Days Mean Bad Investments for ClientsYour clients moods affect their investment decisions and willingness to take on risk, research shows.
December 17, 2015
The Non-Promise of Portfolio Growth for ClientsMy mistake. Advisors of course can't promise clients future results. And yet, what's the better word to describe the client-advisor relationship?
December 16, 2015
Growth in Number of Female Billionaires Outpaces Males: StudyThe ultra-wealthy population is slowly changing to look more like the general population more women, more diverse.
December 11, 2015
Are Precious Metals Still ‘Precious’?Here's why precious metals should not be used as "safe money" in a client's portfolio, according to Ron DeLegge.
December 11, 2015
Consumer Credit Card Debt Near ‘Unsustainable’ Levels: CardHubConsumers paid off almost $35 billion of credit card debt in Q1, then racked up another $53.3 billion over the next two quarters, CardHub reported.
December 10, 2015
Bill Would Stop Government From Taking Social Security Benefits to Pay Student LoansThe bill repeals a change in law that allowed earned benefits to be garnished to collect federal debts.
December 10, 2015
Investors See Turbulence Ahead; Confidence Somewhat ShakyInvestors who are not retired are significantly more optimistic than retirees who are concerned about the purchasing power of their retirement savings, Wells Fargo found.