Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
At ETF Conference, Reminders on Advisors’ Role and Investors’ Concerns
By James J. GreenDoug Hodge of PIMCO kicked off the conference with a paean to the role of ETFs in client portfolios. In the Q&A that followed, investors' big concerns took center stage.
October 01, 2013
Dalbar: Advisors Should Sell Goals, Not FundsSaying mutual funds and annuities are the products clients seek from advisors is like saying that cloth is the product clothing-shoppers are seeking, Dalbar says.
October 01, 2013
Americans Don’t Know Who to Trust on Money Matters: TIAA-CREF SurveyBut the survey has good news for advisors: 58% of respondents said they'd like a single point of contact for advice.
September 30, 2013
Where Are All the Women?Advisors who struggle to serve female clients should look to their own firm for why.
September 30, 2013
Women and TechNeesha Hathi, senior vice president of advisor technology solutions at Schwab Institutional, has a good view of how women use technology.
September 30, 2013
Insurance Issues Not So Simple for WomenYour female clients pay as much as 30% more for disability insurance than your male clients, and gender-specific pricing is nearly here for LTC coverage.
September 30, 2013
Don’t You Worry Your Pretty Little HeadI watch Mad Men as much for the anthropological intrigue as I do the storyline. The treatment of women in the workplace, of course, seems offensively quaint. Fast-forward 50 years and theyre exacting their (well-deserved) revenge.
September 30, 2013
Bag-Lady Specter Haunts Even Savvy Women’s RetirementDespite the fact that more women have significantly boosted their financial savvy and become women of influence since the financial crisis, they still worry at similar rates to other women that theyll run out of money in retirement and become bag ladies, according to a survey by Allianz Life.