Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Add Millennial Clients Before They Get Wealthy
By Michael S. FischerAdvisors cant wait until this next generation is wealthy before they start rolling out the red carpet, TDAI's Tom Nally said.
January 15, 2015
Stop Checking Your Retirement Portfolio So Often: Columbia StudyTo improve returns, advisors should help retirement clients build an appropriate portfolio and then "encourage them to be inattentive," a Columbia professor says.
January 08, 2015
Time to Reform FINRA: Mercatus PaperA paper from the Mercatus Center's Hester Peirce argues that FINRA exhibits a troubling independence from government, industry and the public.
December 30, 2014
Has the Consumer Media Gotten the Fiduciary Message?If some recent articles in The New York Times and Forbes are any indication, 2015 might become the year of "fiduciary-only."
December 25, 2014
Congress’ Call for SEC to Shift Resources: Dangerous GambitThe implication is that the SEC has got all its other areas of responsibility so well under control that it ought to cut back there to keep a better eye on those rascally RIAs.
December 24, 2014
Faith-Based Advisor Group Requires a Real CommitmentGaining a Qualified Kingdom Advisor designation isnt for advisors who just want to put a fish on their business card, says Rob West.
December 24, 2014
The Real Value of an Advisor: 'Risk' and 'Managing'Are your conversations with your clients about the 2014 markets different than in 2008-2009? We focus on helping clients understand what we mean by risk and managing.
December 23, 2014
Gen Y Wants It All, and They’re Willing to Pay for ItYoung investors seem to have a you get what you pay for mentality, according to a recent report from Corporate Insight that surveyed retail investors.