Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What Your Clients’ Personalities Say About Their Portfolios
By Savita Iyer-AhrestaniContemporary psychologists believe there are five basic dimensions of the human personality. These traits can influence financial behavior and investing patterns, a study found.
April 29, 2015
Best Words, Images for Advisors to Hook Clients: Frank LuntzThe political pollster and corporate language consultant says the simple truth is in this year; certified is out.
April 29, 2015
Investors Increasingly Have More Than One Advisor: Hearts & WalletsAbout a third of investors added a new relationship with a financial services provider last year, according to a report from Hearts & Wallets.
April 28, 2015
Military Retirement Overhaul Calls for DC, DB BlendLawmakers are debating major reforms to the military retirement system, proposing a new system combining the current defined benefit plan with elements of a 401(k).
April 27, 2015
IMCA Launches Online Behavioral Finance ProgramThe program will be delivered by noted behavioral finance experts like Dan Ariely.
April 27, 2015
Showing Your Value to Clients With Your Planning SoftwareIf you're used to working with Windows, you can be more efficient using eMoney to organize client files and give them access to their data.
April 24, 2015
The Pharrell Williams of Advisors?Much like Pharrell Williams sings in "Happy," Donna Skeels Cygan feels that happiness is the truth for her clients.
April 23, 2015
A 401(k) Plan With Real-Life Behavior in MindThe Dream Forward plan, to be launched for the public soon, shows participants how to balance retirement savings with short-term goals.