Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
HSAs: A Powerful Tool for Covering Clients’ Higher Health Care Costs Under ACA
By Robert BloinkThe looming deadlines for implementing many key Affordable Care Act (Obamacare) provisions have many of your clients wondering how they can cushion the impact of the rising premium costs they fear will accompany them. HSAs may be the way to go.
June 10, 2013
Vanguard Study Boosts TDFs, Plugs Financial AdvisorsA recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.
June 10, 2013
When Prospecting for New Clients, First Assess Their PersonalitiesIn my experience, here are three major personalities exhibited by prospective clients. Here's how to spot them and how to handle them, to your satisfaction and theirs.
June 07, 2013
Millionaires’ Biggest Financial RegretIn a survey of millionaires' top money regrets, the one that overwhelmingly prevails leaves a huge opening for advisors.
June 06, 2013
Advisors Missing Opportunities Presented by the ‘New Modern’ FamilyPershing study released at Pershing Insite conference finds misalignments between what advisors perceive to be their natural client base and the actual affluent population.
June 06, 2013
Historic Moment as Planner Groups Voice Clear Support for Fiduciary StandardIn a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.
June 05, 2013
Curian Survey: Advisors Surprise on Interest Rates, Social MediaA survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.
June 04, 2013
Net Capital Gains Plunged 90% During Financial Crisis: IRSCapital gains fell while losses more than doubled from 2007 to 2009, according to the IRS' latest Statistics of Income Bulletin.