Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Under the Hood: Protection From Cyber-Crime and Identity Theft—What You Need to Know
By Mike PattonFinancial advisors are increasingly targeted by identity thieves, so it's more important than ever that advisors protect their clients assets and information.
August 13, 2014
HNW Women Embrace AltsHNW women allocate a larger portfolio share to alternative investments than men do, MainStay found.
August 13, 2014
5 Big Life Events Driving Clients to Seek AdvicePeople who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
August 13, 2014
Can a ‘Fiduciary-Only’ Advisor Take Commissions?An advisor makes some good points about selling insurance to clients, but are those clients sure their advisor is acting in their best interests?
August 12, 2014
Don’t Fear the Robos, Advisors Can’t Be ‘Bot-Sourced’LPLs chief investment officer rebuts an Oxford University estimate that advisors have a 58% probability of being replaced by computers.
August 12, 2014
Don’t Let Government Trample Your Retirement Business: PawlentyThink Obamacare is bad? Federal intervention in retirement saving would be an existential threat to advisors, ex-governor Tim Pawlenty warns.
August 12, 2014
Advisors Ignoring Millennials: StudyFinancial advisors are leaving millennials out in the cold when it comes to looking for more clients, according to a Principal Financial study.
August 08, 2014
Financial Stress Takes Toll on U.S. Workers: StudyNearly two-thirds of workers have recently felt extreme or moderate financial stress, according to a New York Life survey.