Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Black Churches Have Become Financial Planning Educators
By Savita Iyer-AhrestaniThe National Black Church Initiative has successfully educated 125,000 families on the important facets of proper financial planning.
March 04, 2014
Penny Pinchers Missing Out on Big Areas to Save: AmeripriseAlthough millennials are more likely than older generations to save across the board, they are also more likely to take on heavy debt, Ameriprise found.
February 28, 2014
Getting Clients to Follow Your Advice: The Passive SpouseOlivia Mellan and Kol Birke on what to do when one member of a client couple just won't get engaged in the planning process.
February 27, 2014
20 Best & Worst U.S. Cities for Saving MoneySavers dont get much help today, but a new survey by GoBakingRates found that some cities may be easier to save in than others.
February 27, 2014
Portfolio Managers Are Victims of Bias, TooAthenaInvest CEO C. Thomas Howard believes that forgetting what he owns once hes bought it is the only way to completely remove emotion from investing.
February 27, 2014
Global Confidence Is Up, but U.S. Investors Don’t Feel ItGlobally, investor confidence is increasing. When you look at American investors, though, their optimism is fading.
February 26, 2014
Advisor Finds Hot Market: Other People’s ClientsTraditional marketing and sales failed Mike Kaselnak but one strategy has paid off for him and the advisors he coaches: acquiring other advisors clients.
February 26, 2014
Pershing Hopes ‘CSI Effect’ for Women Translates to Wall StreetWith the right "counterstereotypes," women are more likely to assume positions of power in industries dominated by men, Kim Delarocca of Pershing says.