Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Bank Customer Satisfaction Returns to Prerecession Levels
By Michael S. FischerCustomers are happier with their banks despite higher fees, the American Customer Satisfaction Index says. Satisfaction with health insurers rose, too.
December 04, 2013
You Can Leave Your Hat(s) On: Two Fiduciary Standards?Creating two fiduciary standards would do nothing to reduce the current state of investor confusion; the real losers would be retail investors.
December 03, 2013
Ken Fisher’s Backhanded Call to ArmsKen Fisher's provocative statements about RIAs' demise in 10 years should be a wake-up call to all RIAs to make their voices heard in Washington.
December 01, 2013
Top 10 Most Ridiculous Luxury Items: 2013With money to burn, how much would you pay for a yacht, an iPhone or even a hamburger?
November 26, 2013
4 Logical Questions on the Value to Clients of Indexed AnnuitiesThe strongest weapon you can wield for, and on behalf of, your clients is to apply logic to investing issues. Case in point: indexed annuities.
November 26, 2013
Economy and Politicians Put Americans in Sour MoodBut most Americans feel well-equipped to make important financial decisions, according to the latest quarterly Allstate/National Journal Heartland Monitor Poll.
November 26, 2013
Ken Fisher Is Right About Demise of RIAs...and WrongWe can only hope that Mr. Fishers vision does not occur. Yet I foresee that fee-only and other true fiduciary advisors will still exist.
November 25, 2013
Making Choices; 4 Trends for the Future; Unlocking Information: December Investment Advisor—SlideshowIts a too-familiar problem: paralysis-inducing numbers of choices that leave consumers wondering how theyll ever make a decision.