Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
SIFMA Launches Investor First Initiative; CEO Gregg Says SEC Should Go First on Fiduciary
By Melanie WaddellThe Our Partnership with You initiative is designed to help investors get the most out of their relationship with their advisor.
November 05, 2013
Krawcheck, Blayney: Top Financial Mistakes Women Keep MakingWomens biggest mistake is actually being too cautious, says CFP Board's Eleanor Blayney. Sallie Krawcheck listed several others.
November 05, 2013
Financial Advisors Upbeat About U.S. EconomySixty-nine percent of advisors said their clients were financially better off than they were a year ago, according to the Brinker Barometer.
November 03, 2013
2 Best Practices for Managing Client Expectations"Wise questions" provide clues to subconsciously held biases and beliefs, says Curians Keith Johnson
November 01, 2013
How to Address Your Clients' Portfolio Angst Now—Searching for Alpha for November 2013Instead of holding excess cash, advisors could add much more value for clients if they addressed those clients' concerns directly by using alternative investments smartly.
October 30, 2013
The Latest, Most Outrageous Attempt to Neuter Dodd-FrankWhen you look at its provisions and assumptions, you've got to wonder how SIFMA got Rep. Wagner to get HR 2374 passed by the House.
October 29, 2013
Senate Banking Aide: Committee Has ‘No Interest’ in Bill to Block Fiduciary RulesWagner bill passes House, but Senate Banking's Johnson says he won't focus on any bill "the president clearly has no interest in signing."
October 28, 2013
How to Cheat Widows and OrphansThe audience sat in rapt silence as Jessica recounted her plight for a client panel at a recent event in Florida.