Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
3 Ways to Guard Against Tax Fraud
By Danielle AndrusTax season starts Friday, and scammers are ready to take advantage of consumers with taxes on their minds.
January 27, 2014
Too Many Choices = No DecisionsStudies have shown that offering people too many choices may cause them to stick with the status quoa tactic that can be useful if clients want to change from an agreed-on plan to something that isnt in their best interest.
January 27, 2014
Insurance for the Field of DreamsSay you have a client (or yourself, perhaps) whos so heavily into fantasy sports, hes one of the 25 million-plus players who fork over more than $1 billion annually to put together a team.
January 27, 2014
Financial Crisis ‘Scarred’ Young Investors: UBS StudyMillennials are not likely to turn to financial advisors, and see saving as much more important than investing.
January 24, 2014
College Major Change: How to Ease Pain of Lost Time and MoneyCFP Board's Blayney and others on how to help clients when their kids change in major results in more time and money spent on education.
January 24, 2014
Kicking the Credit Card AddictionAdvisor Jason Hull argues, through personal experience, that the standard financial and behavioral approaches to debt may be missing the mark.
January 24, 2014
What You Need to Successfully ProspectTo attract potential clients and keep current clients engaged, build your own library of documents to share. Here's how to get started.
January 23, 2014
Prudential: Advisors Failing to Meet Hispanics Along Continuum of Immigrant LifePrudential Financials 2014 Hispanic American Financial Experience survey reveals that advisors need to do much more legwork to understand and properly serve the Latino community.