Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Quick Guide to Assessing Mental Health
By Olivia Mellan, Sherry ChristieAlan 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 29, 2014
The 2014 SMA Managers of the Year; Dealing With Depression: Investment Advisor July Features—SlideshowOnce again, Investment Advisor teamed up with Envestnet | PMC to spotlight some of the top separately managed account managers in the business.
June 27, 2014
Swiss Firm Brings Together Science, Application in Behavioral FinancePrior to the crisis, it seemed there was a belief that a customer in Switzerland is the same as a customer in China, but this is not at all the case for a number of reasons, Hens said.
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.