Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Market to, and Meet the Needs of, Same-Sex Couples
By Aimee Johnson, Allianz LifeThree 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
Student Debt Still Burdens 1 in 6 AdultsA survey by FindLaw.com finds ex-students of all ages are still mired in student debt.
September 24, 2013
5 Years On, Americans See Wall St. as ‘Foreign ... a Culture Apart’A new study offers a complex picture of public opinion on the industry that neither fits conventional wisdom nor can fit on a bumper sticker.
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.