Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Visual Tools Help Clients Make Complex Decisions
By Savita Iyer-AhrestaniBut its easy to introduce bias, Anya Savikhin Samek of the University of Wisconsin-Madison says, so finding the right visual tool is important.
March 27, 2014
8 Key Tips to Keep HNW Clients Happy"Working with affluent people and the complex situations they bring is where it gets really fun, says Andrea Blackwelder of Wisdom Wealth Strategies.
March 26, 2014
Millennials Aren’t Risk Takers or SaversResearch released in March by the FINRA Foundation found risk-taking falls with age, contrary to recent surveys that have found millennials to be as conservative as their grandparents.
March 20, 2014
The Sad Case of Mark SpanglerThe ex-NAPFA chairman, sentenced to 16 years in prison, is not the Spangler I know, but there's a lesson to be learned from his actions.
March 20, 2014
UBS: Clients Need More Than Investment AdviceClients, particularly millennials, want objective advice on a wide range of issues from someone they trust, says Jason Chandler of UBS Wealth Management.
March 19, 2014
How Merrill Navigates the Bizarro World of RetirementOne boomer will retire every six seconds over the next 20 years. At the RIIA conference, David Laster laid out Merrill's approach to helping them.
March 13, 2014
Getting Clients to Follow Your Advice: The Power StruggleAs Kol Birke reminds us, people change their minds not when youre talking, but when theyre talking.
March 13, 2014
Cheerfully Charitable at SchwabSchwab Charitable's Kim Laughton gets to the nub of why advisors should make charitable planning and community activity a focus of their practices.