Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Prospecting for New Clients: Do’s and Don’ts
By Mike PattonBe sure that the client knows whos important during the meeting, and make sure you show it.
May 31, 2013
Video Games May Hold Key to Future of Financial PlanningThe game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.
May 30, 2013
Added-Value Programs Leave Advisors WantingFinancial advisors do value financial firms value-added programsthey just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.
May 29, 2013
Eleanor Blayney: The 2013 IA 25 Extended ProfileEleanor Blayney started in the financial industry as a Beltway bandit, she said, working with a consulting firm on projects for the EPA.
May 29, 2013
The 2013 SMA Managers of the Year; 2013 BD Presidents’ Poll and Reference Guide: June Investment Advisor—SlideshowFor the 2013 SMA Managers of the Year, uncertainty is just part of doing business, and it hasnt stopped them from outperforming their peers.
May 29, 2013
Which State’s Residents Are Smartest With Money?A just-released study from the FINRA Foundation ranks the states on several measures of "financial capability," like paying off debt and saving for emergencies.
May 28, 2013
Becoming Fluent in Client NegotiationExperts advise on how advisors can take talking with clients to the next level.
May 28, 2013
‘What’s a 529 Plan?’ Americans AskThe college savings plans now hold $179 billion, but less than a third of Americans actually know what a 529 plan is, according to a recent survey by Edward Jones.