Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
To Justify the Value of Financial Planning to Clients, Consider Saliency
By Michael E. KitcesIf you want to be more valued (and compensated) for the financial planning work you perform on clients' behalf, including the 'shadow work,' you'd best understand how saliency works.
August 28, 2013
The Odd, Mixed Messages From FINRA on Risk Tolerance and SuitabilityFINRAs new, and unusual, definition of risk tolerance and the inconsistency between that definition and the views expressed on the SROs website are not helpful to advisors and investors.
August 28, 2013
5 Tips for Successful Client Appreciation EventsIf youre wondering why we make the commitment to host these events, its because the ROI of our client appreciation campaigns speaks for itself.
August 27, 2013
Helping the Middle Class Transform Their FinancesAfter going through his own personal bankruptcy, advisor Matt Sapaula now helps middle class clients get ahead in life.
August 27, 2013
15 Ways to Connect With Baby BoomersMany advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, heres how to proceed
August 27, 2013
15 Ways to Connect With Gen XersMany advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, heres how to proceed
August 27, 2013
15 Ways to Connect With MillennialsMany advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, heres how to proceed
August 26, 2013
Strategies for Serving Clients OnlineOnline service is crucial for next-generation HNWs. Instead of swinging for a home run in virtual strategy, here are some singles and doubles to hit.