Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
You Talkin’ to Me, Sarge?
By thinkadvisorAccording to Neil Howe, a historian widely credited with inventing the term millennial generation, military recruitment ads illustrate the differences between Generation Xers and millennials. Whereas Gen X recruitment focused on personal challenge and conquest, the message for millennials is why were fighting in the first place.
August 26, 2013
Are You Turning Off Younger Clients?Many 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
Obama Lobs College Affordability Bomb as Congress Gears Up for Budget TalksPresident Obama hit the road last week to promote his new college affordability plan, just weeks before the budget battle begins anew.
August 26, 2013
6 Years Post Independence, Rethinking the Value of Financial PlanningThe clients I've lost have one thing in common: they were asset management-only clients. Thats led me to reconsider who I choose as clients.
August 22, 2013
What Your Clients Are Hiding, and WhyThe information clients withhold could seriously undermine a financial strategy, Securian says.
August 21, 2013
Bob Veres Goes Laissez-Faire in the Fiduciary DebateJust when you thought there was nothing left to say about the reregulation of advisors under Dodd-Frank, Veres offers a novel perspective.
August 20, 2013
Clients Prefer Comprehensive Advisors Over Specialists: SurveyOnly 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.
August 19, 2013
8 Back-to-School Planning Tips for Advisors (and Their Clients)A chance for advisors to connect with the next generation...