Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Volatility and Clients
By James J. GreenThe stock market has had a nice bull market for the last 18 months, but the world’s markets remain fragile: a terror incident, a faltering Chinese…
November 25, 2013
Aging and Decision MakingWhile exploring issues connected with todays abundance of choices, we wondered whether there are generational differences in how easily we deal with a great number of options. As the brain ages, does our competence to choose from multiple alternatives diminish?
November 25, 2013
Too Many Choices: How to Help Clients DecideFeeling overwhelmed by all the decisions you face daily? So are your clients. Dan Ariely, Sheena Iyengar and Thomas Frey suggest ways to help them.
November 25, 2013
How to Deal With Clients’ Not-So-Great Retirement ExpectationsIt seems that 10 years ago many of the conversations I had with clients and prospects revolved around accomplishing their retirement dreams: playing plenty of golf, having time with the grandkids, travelling all over the world.
November 25, 2013
Lowering the Boom: How to Bring In Gen X and Gen Y ClientsWe hear a lot these days about what advisors have to do to attract Gen X and Gen Y clients, and for good reason.
November 25, 2013
10 Most Expensive Streets in the World: Billionaire’s RowBillionaires are buying homes on top streets around the world for record prices, according to data from consultant Knight Frank published by Billionaire.
November 25, 2013
5 Steps to Improve Your Client CommunicationsTo strengthen your client relationships, tailor your communication methodsand personalityto fit specific clients. Heres how to get started.
November 21, 2013
How Reps Can Best Help Gay ClientsRecent surveys show LGBT investors want to work more with advisors around specific issues, but want to be treated like other clients, too.