Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Why Financial Planning Can’t Be Offered to the Masses
By Michael E. KitcesIn part one of a series, we explore the root cause for why advisors cant extend services to more Americans. It's not what you think.
December 30, 2013
Steps I’m Taking to Make 2014 the Year of the ClientUsing some free and inexpensive applications, Ill be able to get good intel on what my clients think, and then deliver great service.
December 27, 2013
How to Obliterate the Cost of CollegeWant a Stanford education without the $59,000 a year price tag? The growth in massive open online courses (MOOCs) now makes that possible.
December 26, 2013
3 Steps Advisors Can Take to Help Clients Pay for CollegeA competent advisor should help clients not only save for college, but pay for it as well, easily saving clients tens of thousands of dollars.
December 24, 2013
Advisor Conflicts of Interest: Finding and Mitigating ThemKeep it simple when it comes to conflicts: assess no less frequently than annually, avoid or mitigate to the extent possible, and disclose thoroughly to clients.
December 23, 2013
A Choice of Investment Styles at a Reasonable PriceKaren Ramsey believes that money is meant to be a source of freedom and power.
December 23, 2013
Advisors for the Financial Side of DivorceDivorce-related financial advice is a growing niche, diverse in practices and philosophies.
December 23, 2013
How to Become an Advisor of InfluenceBeyond many peoples innate gift of persuasion, there are systematic, scientifically confirmed strategies that can easily steer people in your direction.