Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Women’s Work: Women’s Role in the Industry
By Marlene Y. SatterThe future of the financial services industry, as it seeks to better itself in an ever-changing regulatory landscape, could hinge on a resource that is already present but largely ignored: women.
September 30, 2013
Remembering Lucretia Mott: Where Women in Financial Services Stand NowWhile women in America continue to be underestimated and underappreciated, those in the workplaceespecially in financial servicesare now in the unique position of calling the shots.
September 30, 2013
Preparing Your Clients for the Digital AfterlifeEstate planners have started to see more clients digital assets outlive them, and theyre now tasked with helping families manage that digital legacy.
September 30, 2013
How to Keep Your Clients From LeavingStudy diligently and communicate clearly so your clients will know exactly what to expect from you.
September 27, 2013
Where Are All the Women? October Investment Advisor–-SlideshowFor our October issue, we took a special look at women and their place in the financial services industry.
September 26, 2013
Reform Is Not Enough to Restore Trust in Wall St., Experts SayFiduciary advocate Knut Rostad, conservative think tank AEI and Wall Street lobbying group SIFMA discuss how to regain investor trust.
September 25, 2013
How to Market to, and Meet the Needs of, Same-Sex CouplesThree suggestions on how to market to same-sex couples, three key planning issues you should address and a checklist (good for domestic partners, too) to put it all together.
September 25, 2013
Bogus ‘Advisors’ Blow Lotto Winner’s $168 MillionHow do you blow $168 million in just a few short years? Surprisingly, its not as hard as you might think.