Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Public’s Feeling on Taxes Has Distinct Divide: Pew Survey
By Bernice NapachMore than 60% of the American public believes some corporations and wealthy Americans arent paying enough in taxes.
March 25, 2015
United Capital’s Duran: Wealth Management Is Dead. Long Live Life Management!Wall Street is out of step with the public in promising to make people richwhen their real goal is to have rich lives.
March 24, 2015
How I Met My Client: Charles BarkleyRaymond James advisor Glenn Guthrie talks about how he landed the former NBA player as a client.
March 24, 2015
5 Clients Are Better Than 500, Says One AdvisorPerfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
March 24, 2015
Wall Street’s 15 Biggest Spenders on Lobbying in WashingtonWall Street banks, financial services firms and trade associations spent $1.4 billion in the 2013-2014 election cycle, according to Americans for Financial Reform.
March 23, 2015
Motif Investing, Pacific Life Partner on ‘Cause’ Motifs for MillennialsMotif Investings thematic investing platform targets millennials looking to invest in causes and issues they care about.
March 23, 2015
Schwab’s Advisor Robo-Platform Offers 200 ETFs, 28 Asset ClassesSchwab Institutional Intelligent Portfolios requires 4% cash holdings in portfolios; mimics retail robo offering in minimums, auto tax-loss harvesting levels.
March 18, 2015
8 Tax & Investing Tips for Advisors’ Wealthy ClientsKimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.