Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Kahneman: Clients Driven by Losses, Not Gains
By James J. GreenAdvice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett.
February 06, 2015
Client Prospecting in 2015: 4 Steps to SuccessTo take your prospecting to a deeper level, begin by categorizing and finish by blocking and tackling.
February 05, 2015
FSI Boosts Lobbying on Federal, State LevelsWith 10 staffers working the federal and state beatsand three more to be hired this yearthe FSI is flexing its advocacy muscles.
February 04, 2015
Ultra-Wealthy Own $3 Trillion in Luxury Real Estate Assets: ReportLuxury residential real estate holds a special place in the portfolio of the worlds ultrawealthy population, according to a report by Wealth-X and Sotheby's.
February 04, 2015
The Institute’s Fiduciary Best Practices: What’s Missing?Practices proposed by the Institute for the Fiduciary Standard are a great start, but can employee brokers really be expected to be fiduciaries for clients?
February 03, 2015
Why Sorting Clients by Age, Gender Is a MistakeThere are much more effective ways to segment your client base to better meet every individual's needs.
February 02, 2015
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—SlideshowThe repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that dont recognize same-sex marriageof which there are still 15they may still require the kind of complex financial planning they required before the...
February 02, 2015
A Tad Less TraditionalThe credentials following Joshua Hatfield Charles name (CFP, ChFC, CLU, ADPA, CEP, CLTC) include the acronym for Accredited Domestic Partnership Advisor, testifying to the Rockville, Maryland, planner's focus on serving the lesbian, gay, bisexual and transgendered community.