Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
CFP Board Request for Camardas' Client List Raises Eyebrows
By Melanie WaddellThe latest filing in the CFP Board/Camarda legal tussle is raising some questions about privacy rules, Brian Hamburger of MarketCounsel says.
August 29, 2014
In Retirement Savings, Young Women Catching Up to Men: MassMutualWomen, especially millennials, are responding more favorably to retirement education campaigns than men are, according to MassMutual Retirement Services.
August 28, 2014
Clients Want Ethical Advisors. Are You One?Steven Blum, author of "Negotiating Your Investments," says advisors duty to clients goes beyond a fiduciary standard.
August 27, 2014
Americans Would Rather Talk About Sex or Death Than RetirementA study from Northwestern Mutual found that more than two in five Americans have not spoken to anyone about their retirement.
August 27, 2014
Can CFPs Really Be Fiduciaries?To my mind, the onus for establishing standards for how CFPs should live up to a fiduciary standard fall squarely on the CFP Board.
August 27, 2014
4 Secrets to a Value Proposition That Lands ClientsMost investors say advisors all sound alike, Pershing found. Here's how to make your value proposition your first impression a memorable one.
August 25, 2014
The 13 Anchors of Collaborative DivorceBefore undertaking collaborative divorce, spouses must agree to these 13 anchors of the process.
August 25, 2014
Responsibilities of a Financial NeutralThe financial neutral on a collaborative divorce team works very closely with the divorcing couple and the team members to bring clarity and understanding to the family's finances with the goal of helping the couple achieve a mutually agreeable settlement that works for the family []