Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
WOW: Not investments, but risk management
By Olivia MellanWhether its a basketful of goodies (plus aspirin) sent to tax professionals as a tax season survival kit, or an offer to connect hurricane-menaced clients with sources of preparation and cleanup assistance, advisors can create WOW experiences for individuals or groups.
October 28, 2013
Say ‘No’ to Clients Who Are Behaviorally Different From YouTaking on a client who is too different from yourself can be overly draining and not worth the reward.
October 28, 2013
Devaluing Succession; People And Pay Pay-Off; A Kinder, Softer Planning Process: November Investment Advisor—SlideshowWhat does an advisor have to do to ensure a successful transition with an internal candidate?
October 24, 2013
Warning to RIAs: Don’t Let Your Privacy Policy Stay PrivateYouve got to file a privacy notice, regardless of your firms size. Should you use the model forms graciously provided by the SEC? That depends.
October 24, 2013
Time to Quit: 4 Reasons to Leave Your Advisory Firm JobYes, it may be a last resort, but when these situations occur, its time to go (firm owners, pay attention).
October 21, 2013
Succession Planning by the (Hard) NumbersThe multiples when it comes to the value of a firm can be as high as 10 times but only if everything is in order, Nexus' Tim Welsh said.
October 21, 2013
On Death and Dying, and AdvisorsWhen two physicians spoke at FPA Experience on what terminally ill people worry about, and how advisors can help them, advisors listened.
October 20, 2013
FPA Addresses CFP Board Controversies, New VenturesThe FPA's leadership spoke about the controversies involving the CFP Board on defining "fee only" and whether the Board should offer CE.