Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Communicating (or Not) During Tough Transitions
By Olivia Mellan, Sherry ChristieOne of the things that Sudden Money techniques help us do is structure meaningful conversations, said Peggy Frye, who completed Certified Financial Transitionist training in 2013.
December 22, 2014
Gender and ChangeIn a survey with More magazine, Susan Bradley asked 222 women whether men and women manage transitions differently. A surprising 95% said yes. The differences fell into three categories.
December 22, 2014
Robo-Cars for Retirees?The United States changed socially, economically and even racially after World War II.
December 22, 2014
5 Disruptors That Will Transform Advisors’ BusinessesIn order to succeed, advisors must harness major trends already in processthose who dont will fail.
December 22, 2014
The Actuaries: Longer Client Life Spans Require Big Shift by AdvisorsHow seriously are you factoring clients extended life spans into their retirement planning?
December 22, 2014
Navigators: How to Guide Clients Through Big Life ChangesA new certification helps advisors with the human side of guiding clients through major transitions like retirement.
December 22, 2014
Looking Ahead and Managing Change: 35 Years With Investment Advisor—SlideshowThis year is the 35th anniversary of Investment Advisor.
December 22, 2014
Money Anxiety Index at 6-Year Low: The Implications for AdvisorsAdvisors who want a better grasp on financial confidence should be looking at what people actually do with their money, not just what they say.