Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
An Unromanticized Guide to Merging Advisory Firms
By Gil WeinreichGreg Friedman shared lessons from Private Ocean's merger; another panelist at MarketCounsel conference discussed the unthinkable consequences of not having a succession plan.
December 09, 2013
Lessons on Digital Disruption From Down UnderAn award-winning paper tells advisors how they can avoid being the slowpokes in a two-speed economy seeing a surge of investors flocking to online advice.
December 06, 2013
Bogle Hailed as Warrior for the Common InvestorMichael Zeuner and Jim Patrick of Institute for the Fiduciary Standard remain optimistic, tying John Bogle's "investor first" approach to the fiduciary standard.
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.