Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Communicating So Clients Really Listen
By Olivia MellanAccording to the British bank Lloyds, the average person's attention span these days is five minutes. Does that startle you? It should.
October 23, 2014
Littlechild Launches Online Training Program for AdvisorsThe monthly webinars are intended to resemble top-advisor panels, and a portion of the registration fees will go to charity, Littlechild said.
October 22, 2014
Don’t Let Clients Take Their Passwords to the GraveDigital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
October 22, 2014
Millionaires Are Giving Back, but They’re Not Happy About ItMany philanthropists are unsatisfied with the impact their time and money have on the causes they support.
October 21, 2014
How Chess Can Make You RichA grandmaster and financial advisor look at investing through the tactics of the chessboard to get a more objective view of how to become rich.
October 17, 2014
After DOMA, Financial Planning Still a Challenge for Same-Sex CouplesMore and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
October 17, 2014
5 Critical Marketing Questions Financial Advisors Must Ask ThemselvesMany advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they arent asking the right questions.
October 15, 2014
Betterment Allies With Fidelity to Launch Betterment Institutional for AdvisorsPlatform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.