Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How Advisors Can Reach Tech-Savvy Millennials
By Victor GaxiolaHere are some methods advisors can use to attract millennials, who are expected to have a net worth approaching $7 trillion by 2018.
February 09, 2015
Sallie Krawcheck: Women Are ‘One Helluva Market’Krawcheck, speaking at the IMCA 2015 New York Consultants Conference, said that women are a larger emerging market than China.
February 06, 2015
Fighting Financial Exploitation of SeniorsSenators, SEC Investor Advocate Rick Fleming and NASAA ponder whether new laws and programs could make it easier to report financial abuse.
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.