Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Waiting to Claim Social Security Can Boost Income by 10.4%: Study
By John ManganaroNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 08, 2022
An Investing Guide to the Midterm ElectionsFor sectors like health, energy and tech, the makeup of the next Congress will be key to determining their path forward.
November 08, 2022
4 Ways to Boost Your Firm's Client ReferralsAdding services like tax planning can increase client satisfaction and turn clients into vocal advocates for your firm.
November 08, 2022
10 Risks That Could Crash the Global Economy in 2023These scenarios could have a huge impact on economic growth in the new year.
November 07, 2022
Kitces, Other Advisors Stunned by Rude Advisor Sanctioned by CFP Board"Wow, this was a wild ride," said Michael Kitces about David R. Nute, who told his prospective client that her reactions "tell me why your husband left you."
November 07, 2022
New SEC Marketing Rule: How to Use TestimonialsThe rule unlocks a broad range of new advertising avenues for advisors but comes with several compliance-related minefields.
November 04, 2022
Market Volatility Increases Demand for Financial Planning: CerulliEffective communication and financial software are keys to attracting and retaining clients, according to a study.