Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
As Population Ages, It’s Not Your Grandma’s ‘65 and Older’
By James J. GreenCensus data show big changes among the 65-and-older set in Internet usage, causes of death and a rise in the older dependency ratio.
July 08, 2014
How to Succeed as an Introverted Financial PlannerExtroverts may be held up as the idealespecially in financial planning, where it's all about relationshipsbut introverts have much to offer, especially to clients.
July 08, 2014
Merrill: Using Clients’ Emotions to Build Better PortfoliosMerrill's Michael Liersch is using behavioral finance to zero in on clients unique investment personalities to reach better outcomes.
July 03, 2014
Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get ThemNearly half of high-net-worth clients said they'd refer only if their wealth manager asked, the Futurewealth study found.
July 02, 2014
Getting Clients to Share Their SecretsClients are notorious for withholding information and assets from their financial advisors. FinaMetrica gets them to let their guard down.
June 30, 2014
Think He's Depressed? Ask His WifeA male client's wife or partner may sometimes confide her concern to you that he is depressed, noted Terry Real, a family and couples therapist in Arlington, Mass., who focuses on men's issues.
June 30, 2014
A Quick Guide to Assessing Mental HealthAlan Berman, executive director of the American Association of Suicidology, recommends three steps for an advisor to follow in gauging the mental well-being of an older male client.
June 30, 2014
Sad Men: The Statistics of SuicideIn 2010 (the latest year for which national data is available), the suicide rate in the general population was 11 per 100,000, according to Health.com. Among older men, the suicide rates were: