Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Secret Sadness of Retired Men
By Olivia Mellan, Sherry ChristieAs an advisor to retirees, you may be a witness and sometimes an unwitting accessory to lives whose joy is sapped by depression.
June 27, 2014
The Fall of the Face-to-Face Client MeetingRecent studies find face-to-face meetings are happening only once or twice a year; most clients, especially younger ones, prefer virtual settings.
June 27, 2014
How to Fix Social Security Claiming Mistakes by ClientsToo many advisors avoid Social Security planning, but helping clients correct a mistake will lead to increased trust and more referrals.
June 27, 2014
20 Best & Worst Cities to Start a CareerWalletHub analysis determines which cities offer new grads the most opportunity, personally and professionally, and which cities they should avoid.
June 27, 2014
The Limits of Limiting Advisor LiabilityA contracts hedge clause is one of those provisions that is monumentally unimportant until a dispute arises between the client and the advisor.
June 24, 2014
RIAs, Get With It: Here Comes ‘Generation Now’Controlling $3.5 trillion in investable assets, the next generation of investors is looking for something different from their advisors, says Schwabs Bernie Clark.
June 23, 2014
Does Risk Tolerance Merely Track the Market?Do risk tolerance scores plummet in a crisis, then rise as the market recovers as many advisors perhaps think? A new study has the answer.
June 20, 2014
Happiness Surging Among American Female EntrepreneursEstablished female business owners in the U.S. ranked their well-being more than twice as high as non-entrepreneurs and non-business owners, according to a new study