Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Solution for Gray Divorces
By Olivia Mellan, Sherry ChristieThe escalating divorce rate for people who are 50 and older is taking a toll on today's and tomorrow's retirees.
August 25, 2014
FELA Combines Financial Literacy, Behavioral Finance for Better OutcomesMost financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
August 22, 2014
DC Update on SEC User Fees, an SRO and Third-Party ExamsIt will be difficult to enact any legislation in this Congress, but I predict that the RIA user fee bill will gain co-sponsors, including Republicans.
August 21, 2014
5 Keys to Influencing ProspectsBestselling author and sales coach Bob Burg talks to ThinkAdvisor about how to turn prospective clients from adversaries to allies.
August 21, 2014
Parenthood Reveals Divide Among MillennialsMillennial parents have more "conservative" social beliefs and different shopping habits than non-parents, a study finds.
August 20, 2014
Ultra-Wealthy Clients Choosing Boutiques Over Big Firms: StudyMilton Pedraza, CEO of Luxury Institute, says successful wealth managers are relationship builders first, money managers second.
August 20, 2014
Fiduciary-Only Advisors: Of Attorneys, 'Agents' and SchmucksReaders of my recent blogs had some interesting responses (with colorful language) about the viability of my suggested designation of 'Fiduciary-Only Advisors.'
August 15, 2014
Hispanics Seek More Financial KnowledgeGrowing up with little to no financial education, Hispanic investors today say they are hungry for more investment knowledge, according to a Wells Fargo survey.