Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Getting Clients to Follow Your Advice: The Power Struggle
By Olivia MellanAs Kol Birke reminds us, people change their minds not when youre talking, but when theyre talking.
March 12, 2014
4 Ways Not to Ruin Your Clients’ TaxesAdvisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
March 12, 2014
Grandparents Flocking to 529 College Savings Plans to Help GrandchildrenGrandparents are increasingly committed to pitching in to help pay their grandchildrens college expenses, a study released by Legg Mason found.
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.