Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Build Trust With HNW Prospects and Clients
By Mike ByrnesIf your clients and prospects trust you, your advisory firm will be more successful. David Richman of Eaton Vance provided tips on how to build trust at the IMCA annual conference.
May 02, 2014
Clients, Especially the Young, Want Credentialed Advisors: IMCAStudy conducted by Advisor Impact for IMCA found that the younger the client, the more they wanted their advisors to have voluntary certifications.
May 02, 2014
10 Steps to Becoming a Multigenerational Advisor: PershingIf you wait until the moment of asset transfer to reach out to heirs, it will be too late, Pershing's Kim Dellarocca warns.
May 01, 2014
BofA’s ‘Better Money Habits’ Program Can Be a Barometer for AdvisorsBy understanding what financial topics the general public is looking up, advisors can better anticipate where their clients need the most guidance.
April 30, 2014
Applying Behavioral Analytics to Fund ManagersMost financial advisors and individual investors judge the worth of investment vehicles solely by their performance, but there's more to the story.
April 30, 2014
JPMorgan Pledges $20M for Veteran InitiativesJPMorgan Chase has pledged $20 million over the next five years to go to employment, education and housing programs for veterans and their families.
April 30, 2014
SEC Halts IRA Scam That Cost Investors $22 MillionUtah-based retirement plan administrator hid losses and allegedly used forged letters and signatures to funnel client money into high-risk investments, the SEC says.
April 29, 2014
Flat Fees or AUM, the Final Chapter (Maybe): The Retired ClientElliot Weir advances the discussion on which is better for advisors and clients: AUM fees or flat fees. With an assist from Michael Kitces.