Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Key to Attracting More Female Clients
By John SullivanDrop these lame stereotypes that drive women away, says RegentAtlantics Jane Newton.
September 24, 2013
More Women Step Up as Family CFO, but Gap RemainsWomen are increasingly engaged in family finances, but many still routinely defer to their partners on important financial decisions, Fidelity found.
September 24, 2013
The Wisdom of Doing Nothing: 4 Scenarios for Advisors to ConsiderWe like to think the job of an advisor-owner is to take action, but here are four times when the right action is doing nothing.
September 23, 2013
Does Your Client Want to Divest From Fossil Fuels?Many clients don't like companies that pollute. Dan Kern and HIP Investor lay out the realities of constructing a fossil-free portfolio.
September 23, 2013
Keeping Your Current Clients HappyIts all about meeting their expectations, even if theyre unrealistic, and thats where education comes to the fore.
September 19, 2013
Women’s Investment Confidence Lags Their Increasing AffluenceForty-one percent of affluent women in a Wells Fargo survey said they were "not at all" confident in their investing ability.
September 19, 2013
Firm Valuation: There’s a Web App for ThatCoreValue founder and CEO Chuck Richards says many advisors struggle when trying to do a quick and painless valuation.
September 18, 2013
4 Financial Planning Profiles That Determine Consumers’ Future SuccessIn something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.