Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Annuity Puzzle Solved: Don’t Buy Them
By Gil WeinreichDefying 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.
July 01, 2013
How to Build Client Trust That LastsThere are no shortcuts to constructing solid relationships.
July 01, 2013
Financial Planners Waste No Time After DOMA RulingHart Patterson Financial Services began calling clients immediately following the Supreme Courts decision on gay marriage.
July 01, 2013
Wealthy Families Vulnerable to Security ThreatsThreats include fraud, identity theft and damage to family reputation.
June 28, 2013
Managing Risk for the Wealth-Inheriting Younger GenerationWhile many young people are earnest in their quest to make a mark on the world, unless they are properly educated about the myriad exposures to their inherited wealth, they may inadvertently deplete it.
June 28, 2013
Dear SEC Chairwoman: About That Pesky Fiduciary Issue...By taking its investor advocacy role seriously, the SEC will better facilitate capital formation that is so important to our economy by empowering investors to make better investment decisions.
June 27, 2013
Advisors, Investors Confident About Future: SchwabRIAs are more confident and optimistic about their businesses for the future, according to Schwab Advisor Services.
June 27, 2013
Ave Maria Funds Deliver Heavenly ReturnsLou Holtz, Larry Kudlow, Phyllis Schlafly and Michael Novak are just a few of the firm's advisory board members.