Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril
By John SullivanGen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.
May 04, 2013
How to Protect Clients From Strippers and Cabana BoysSpeaking at FPA Retreat 2013, attorneys Basel and Grace Jamra focuses on advisors' role in client pre-nups and post-nups in a divorce-happy age.
May 04, 2013
‘Retirement Planning’ Is Old and Outdated: Elizabeth JettonAt the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.
May 04, 2013
How Does a Planner's Brain React to Change? Judith Glaser Tells the TalePeople experience change differently when they have healthy conversations about change, says expert.
May 02, 2013
My Conversation With Harry Markowitz: MPT and Behavioral EconomicsThe father of modern portfolio theory can still educate and surprise, as in our conversation on how MPT can, and should, work with behavioral finance.
April 30, 2013
Offshore Tax Evaders Taking Big Risk, Former IRS Attorney SaysMany taxpayers, in an effort to avoid onerous penalties and back taxes, are not joining the IRS tax amnesty programs, instead making "quiet disclosures" that could backfire, a former IRS attorney says.
April 30, 2013
Sen. Franken Urges SEC to Ban ‘Unfair’ Arbitration AgreementsSen. Al Franken, D-Minn., told SEC Chairwoman Mary Jo White in a Tuesday letter to act now to prevent Wall Street brokerage firms from forcing investors into unfair arbitration agreements.
April 29, 2013
Pledging to CareThe Pledge to Care helps establish an understanding among family members about why and how they will approach managing an elderly parents financial affairs, should it be necessary.