Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Women’s Top Priorities Include Family, Financial Security
By Michael S. FischerA wide-ranging survey examines womens priorities around the world. In most countries, they prefer sleep over sex.
October 31, 2014
7 Worst Credit Cards of 2014Small-business cardholders in particular have much to be wary about since some credit card rules don't apply to them, CardHub says.
October 29, 2014
Should the FPA Get Behind the CFP Board, or Go It Alone?The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
October 27, 2014
The 7 Secrets of ‘Delightful’ Client CommunicationMost of us haven't been taught how to explain, says Josh Braun, vice president of business development at digital agency Jellyvision.
October 27, 2014
Harness Emotions to Minimize Investing MistakesBehavioral finance has become an increasingly important concept in the last few years as two bear markets magnified the emotional reactions triggered in investors.
October 27, 2014
Perking Up Your PresentationsJosh Braun, who wrote The Art of Communication: How to Explain Complex Ideas in Simply Delightful Ways, has uncovered several resources that can help advisors make their ideas connect with clients.
October 27, 2014
Communicating So Clients Really ListenAccording to the British bank Lloyds, the average person's attention span these days is five minutes. Does that startle you? It should.
October 24, 2014
Workers’ Retirement Preparedness Slipping Over Economic WorriesRetirement preparedness has climbed steadily this decade but fallen in the last three quarters, Financial Finesse found.