Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
6 Takeaways for Effective Selling (Yes, Selling)
By John SullivanWe are all salespeople, whether we like it or not, says author and consultant Dan Pink.
October 09, 2013
Loss-Leader Pricing Often a Losing BetA recent PriceMetrix study looks at loss-leader pricing in the advisory industry and suggests that advisors might not be making up for their losses.
October 09, 2013
Jeff and Kim Camarda Talk About Their Suit Against the CFP BoardA conversation with the plaintiffs provides a new perspective on the ongoing "fee-only" issue and raises new questions about the Boards handling of the case.
October 07, 2013
Matching Client Expectations With What You Offer: the PortfolioA study on variance in a portfolio suggests how to manage and meet client expectations when building portfolios for your clients.
October 07, 2013
15 Key Health Care Act Provisions That Begin in 2014The Patient Protection and Affordable Care Act was signed by President Obama on March 23, 2010, but 2014 is the year when most core pieces of PPACA will be activated, effecting many of your clients' health care planning.
October 06, 2013
How Onslaught of Retirees Threatens an Advisor’s PracticeIf you think only clients are worried about the distribution phase, think again, says top advisor Charlie Farrell.
October 04, 2013
Military Families’ Confidence Falls After Earlier ImprovementsThe First Command Financial Behaviors Index found military families are once again concerned about the economy.
October 04, 2013
Empowering African-American Clients Through Financial Literacy"I feel like there's a swimming pool full of clients that want financial advice and Im the only one swimming in it, says Philadelphia advisor James Veal.