Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
SEC Halts IRA Scam That Cost Investors $22 Million
By Melanie WaddellUtah-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 28, 2014
The Client Conundrum: Turning Away Dr. NoDoctors with bad attitudes or behaviors may be too difficult to work with.
April 28, 2014
Why Your Clients Fire YouWhy do clients leave their advisor? What makes a client choose one advisor over another? Human behavior research provides clues.
April 28, 2014
Is Ms. MD Milder Than the Male?For more than a decade, Dee Balliett partnered with her RIA husband, Gene, in financial planning seminars for doctors in the United States, Canada, the Caribbean, and Latin and South America.
April 28, 2014
Grieving Clients, Sensitive AdvisorsCommunication with the bereaved is an increasingly important advisory skill.
April 28, 2014
10 Tips for Attracting (and Retaining) Doctor ClientsWorking with doctors as clients requires some special planning.
April 28, 2014
Profiling: How to Get Your Client’s StoryProfiling is an extremely powerful selling tool, maybe the most powerful sales tool you will ever use. So be sure you ask the right questions.
April 28, 2014
Clients, Trust and Human Behavior: Thoughts and ResourcesAn advisor's work with clients is based on trust. So what to do if a client doesnt trust you?