Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Working With Widows
By Olivia MellanIt shocked me to learn recently that widows are one of the fastest-growing segments of the U.S. population. The Census Bureau says they numbered almost 12 million in 2011, and their ranks are growing by nearly 1 million every year.
February 21, 2014
Getting Clients to Follow Your Advice: The Self-Sabotaging ClientOlivia Mellan and Kol Birke on what to do when a client persistently takes actions that are not in their self interest.
February 20, 2014
Millennials a ‘Lost Generation of Investors’: MFSThese "recession babies" invest more conservatively than even their grandparents, the MFS Investor Sentiment Survey found.
February 14, 2014
Pershing’s NetXInvestor: Portal for Multiple Generations of ClientsBuilt from the ground up, platform offers customization and advisor control to meet differing needs of clients of all ages.
February 12, 2014
Having Fun While Experiencing Constant RejectionSales statistics the number of nos per yes can be grim. Is it possible to succeed at sales while having a good time?
February 11, 2014
Coaches Corner: Should You Use Client Surveys or Advisory Boards?Asking your clients what they want from you is the most important step to providing an unmatched client experience. So how to get that feedback?
February 11, 2014
Why Won’t Advisors Sell?Securities Americas Roger Verboon relates what he sees on the front lines of advisor M&A: emotional hurdles for sellers, financial for buyers.
February 06, 2014
4 Steps Advisors Need to Take to Succeed on Social MediaSocial business is no longer optional for advisors; its mandatory. Here's how to get the best return on your social media investment.