Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Minimize Execution Error in Your Practice’s Vital Processes
By Greg OpitzMake sure you have repeatable, written processes to ensure success, and block out time to complete those processes. No more excuses.
February 25, 2015
Are Investors Biased Against ‘Foreign Sounding’ Money Managers?Study shows funds managed by people with more familiar, American-sounding names bring in about $133,000 more in fees annually.
February 23, 2015
Finding Your Client’s Place on the Efficient FrontierModern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
February 20, 2015
Is Crowdfunding the Great Investment Equalizer?The collaborative nature of crowdfunding can be ideal for some investors, particularly women. And there's room for advisors to help.
February 20, 2015
The Kids Are Not All Right, Financial Pros WorryTwo recent studies from UBS and Million Dollar Round Table found that millennials are less likely to plan ahead than other generations.
February 18, 2015
Want to Lure Millennials? Forget ‘Retirement Planning’XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
February 18, 2015
Fiduciaries to Pay $39M for Raiding Death Benefit Plans; Outcry Over DOL Rule ContinuesA federal court entered a $39.8 million judgment in favor of workers who participated in more than 400 death benefit plans.
February 18, 2015
The Medium Is the Message, When the Subject Is Investor ProtectionThe Committee for the Fiduciary Standard suggests mainstream media have an important role in investor protection, but I wonder if the emphasis is misplaced.