Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Lessons Learned From a Repo-ed ATM Card
By Cam MarstonIll never forget the day the ATM on my college campus ate my card.
September 28, 2015
Chinese Explosions Could Shape Coverage Requirements and CostThe August disaster in Tianjin, China, provides an object lesson on the issue of insurance.
September 28, 2015
Your Clients' Most Vulnerable OrganSome advisors are already familiar with the challenges of cognitive decline.
September 28, 2015
America Is Changing. Are Advisors Ready?Big shifts in the U.S. population will challenge advisors assumptions about planning and may well lead to a change in the demographics of their clients.
September 28, 2015
Most Advisors Use Smart Beta, Whether They Know It or Not: RussellDefining smart beta ... continues to be a point of confusion for financial advisors, says a Russell report with several illuminating findings.
September 27, 2015
Planning Challenges Persist for LGBT Clients Despite Marriage RulingAt Pride Planners conference, experts discuss the remaining legal, estate planning and advocacy issues for LGBT clients, married or not.
September 27, 2015
CFP Board Touts ‘Amazing’ Boost in Brand RecognitionAnnual $10 million in advertising paying off, says CEO Kevin Keller, with awareness of the mark among Board's target demographics now matching that of CPAs.
September 25, 2015
Morningstar to Tackle Hottest ETF Topics at ConferenceAmong the topics where Morningstar wants to "rethink conventional wisdom" are active share, strategic beta, 401(k) mistakes and hedging currency exposure.