Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
4 Ways to Strengthen BICE in DOL’s Fiduciary Rule
By Knut A. RostadThe Labor Departments proposed rule is historic and can be improved by industry suggestions, as long that input doesnt weaken the rule.
July 19, 2015
5 Ways Advisors Can Win Affluent Millennials’ Affection: LinkedInA new study from LinkedIn examines what affluent millennials are looking for in a financial advisor.
July 16, 2015
How to Stop Clients From Ruining a Vacation Home PurchaseSarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.
July 16, 2015
Sticker Shock: 71% of Parents Say College Is Too CostlyCollege is absolutely necessary but at the same time unaffordable, says Brian Schwartz, an HSBC financial advisor.
July 16, 2015
Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo SurveyAdvisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
July 14, 2015
6 Steps for Advisors to Get More ClientsEager to raise its profile as an advisor custodian, Scottrade is offering a series of workshops on business development.
July 10, 2015
Want to Work in Retirement? You May Be in for a Surprise"Retired" boomers who want to keep working have unrealistic expectations about pay and flexibility, a Bankers Life survey found.
July 08, 2015
Are Flat Fees Really Better for Clients—or for Advisors?When someone explains something to me starting with statements that strike me as patently ridiculous, I tend to discount the rest of their thinking.