Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
To Get Workers to Save, Think Like a Retailer
By Danielle AndrusTo get workers saving more and making positive behavioral changes, follow the example set by major retailers with their rewards and incentives programs.
March 12, 2014
Attention ‘Bonehead Brokers’: Margin Trades Can Burn YouRecord-high margin lending, profitable today, will inevitably land advisors in arbitration, says lawyer Stoltmann, warning, "Stupidity on the part of the broker isnt a defense."
March 11, 2014
4 Ways Wealth Managers Should Deal With Distressed ClientsBuilding trust and strong communications will go a long way toward providing the peace of mind clients need in emotionally charged situations, says Elizabeth Anderson.
March 11, 2014
Getting Clients to Follow Your Advice: Fired by the HeirsAdvisors will increasingly have to address the transition of wealth to the younger generation. But what if you dont have a relationship with the kids?
March 11, 2014
HNW Practice Thrives While Advisor Sails Around the WorldAdvisor Scott Leonard took 2 1/2 years off to sail around the world without losing a client.
March 07, 2014
The Big Secret to Getting Client Referrals—and You’ll Hate ItYou might think these six steps are silly or beneath you, but believe me, they work.
March 05, 2014
Black Churches Have Become Financial Planning EducatorsThe National Black Church Initiative has successfully educated 125,000 families on the important facets of proper financial planning.
March 04, 2014
FINRA Backs Off Collecting Personal Data in CARDS PlanSubmission of information will not include individual account names, addresses or tax identification numbers.