Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Bottom Line: Is Financial Planning Really the Key to Reaching Client Goals?
By Bob ClarkIn the 40-year history of the profession, no one has ever collected fees for financial planning without including investment advice of some kind or another. And its not because we consumers dont understand financial planning.
October 06, 2015
12 Worst Financial Advisors in America: 2015Trading on religion and military service proved to be no barrier for some errant financial advisors.
October 05, 2015
Even Affluent Parents Aren’t Footing the Full College BillWhile affluent American parents plan to help their children out, they also expect them to contribute, BMO Private Bank President Darrel Hackett says.
October 05, 2015
7 Ways Advisors Can Add Clients, Stay RelevantOn a Morningstar panel, all the experts agreed that a solid value proposition is key to retaining and growing an advisor's client base.
October 04, 2015
Kotlikoff: Government, Employers Should Butt Out of Retirement PlanningAmericans have been taught that the government and their employers are going to take care of them in retirement, Kotlikoff said. Thats a big mistake.
October 02, 2015
Top Portfolio Products: Schwab Adds Commission-Free ETFsThere are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
October 01, 2015
How Changing These Words Can Help Advisors Hook ClientsSlight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
October 01, 2015
6 Words, Phrases to Avoid in Client CommunicationsGary DeMoss, a director at Invesco Consulting, shares research on which words and phrases get a better response from clients.