Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Want to Sell Your Practice With No Transaction Fee?
By Gil WeinreichA new website, run by recruiter Phillip Flakes, offers free listings to sellers and charges a subscription fee to buyers.
July 10, 2013
Gen Z on Paying for College, Leaving the NestTD Ameritrade surveyed the up-and-coming generation on their biggest financial worries and the age still living with parents becomes uncool.
July 09, 2013
The Elderly Client: 4 Tips to Deal With Cognitive DeclineDespite the vivid reminders of what happens as we age from forgetting to pay a bill to coping with a diagnosis of Alzheimers disease the majority of Americans avoid talking to their children and families about planning for the inevitable.
July 08, 2013
The Heavy Price of StockpickingIf the pros can't get it right, wealth manager Eric Nelson asks, what's the chance that a do-it-yourself investor will do any better?
July 03, 2013
An Advisor’s Role: Keeping Clients From Making Big MistakesPlanner James Wilson says his primary role as a financial advisor is to keep his clients from making big mistakes, like divorce, that can derail their retirement plans.
July 03, 2013
15 Best 401(k) Plans in Pro SportsAlthough we rarely see them as such, sports organizations are corporations and professional athletes their work force. Here are the ones with the best 401(k) plans, according to BrightScope.
July 02, 2013
Administration Delays Obamacare Employer MandateThe new heath care law has come under fire in recent months for its confusing guidance and expected cost overruns.
July 02, 2013
Annuity Puzzle Solved: Don’t Buy ThemDefying conventional wisdom, Kent Smetters of the Wharton School and Felix Reichling of the CBO say low demand for annuities is no mystery. If there is an annuity puzzle, it is why people don't short them.