Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
RIA Rolls Out Uber-Like App
By Janet LevauxThe mobile financial planning tool is intended to help clients 24/7 an anti-robo-advisor of sorts.
March 25, 2015
Public’s Feeling on Taxes Has Distinct Divide: Pew SurveyMore than 60% of the American public believes some corporations and wealthy Americans arent paying enough in taxes.
March 25, 2015
Scary Retirement Study: Health Care Will Eat Up Social Security BenefitsHealthViews annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
March 25, 2015
Will She or Won’t She? Mary Jo White and the Broker Fiduciary StandardNews of SEC Chairwoman Whites support for a broker fiduciary standard may be greatly exaggerated.
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.