Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Ken Fisher Is Right About Demise of RIAs...and Wrong
By Ron A. Rhoades, J.D., CFPWe 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
Volatility and ClientsThe 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
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 Tips to Help Make Decisions EasierIt’s hard for people to decide among more than seven choices.Space out important decisions that you want clients to consider carefully. Having to…
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
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.