Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
When Older Clients Falter: Mary Malgoire on Advisors’ Role
By Olivia MellanAdvisors may be the first to see signs of mental decline in older clients. Mary Malgoire, founder of The Family Firm, an advisory firm in Bethesda, Md., has given this issue a great deal of thought.
April 26, 2013
Reality Bites: Gen Xers Aren’t Slackers Anymore, MetLife SaysThe unthinkable inevitable has happened: Gen Xers are identifying more with their Boomer parents as they enter middle age and shoulder the burdens of work, family and financial planning.
April 25, 2013
Outsourcing Can Make Smaller Accounts ProfitableMany financial advisors would be more than willing to serve clients with smaller account balances, but unfortunately, its often not possible because running a business is so costly. But FTJ FundChoice has a solution.
April 24, 2013
Ex-NHL Player, Now HighTower Advisor, Scores Big With ProsA professional athlete thats really good with moneyits a rare find, but the need is critical.
April 22, 2013
Viewing Financial Planning Through the Lens of Risk ManagementIn planning for my clients, I view all I do through the lens of risk management, and I'm not limiting myself to insurance.
April 19, 2013
Guiding Your Art-Loving Clients, Whether It’s a Passion or an InvestmentArt collectors may love their pieces, but often they're as driven to buy by the perceived investing benefits. Whats the advisors role in guiding their clients?
April 18, 2013
CFPB Calls for ‘Rigorous’ Standards for Senior DesignationsThe CFPB told Congress, the SEC and state regulators that the alphabet soup of senior designationsmore than 50confuses older Americans and that a three-pronged approach is needed to protect the elderly from fraud.
April 17, 2013
When Disclosures Do More Harm Than Good to the ClientDisclosure is good, nondisclosure is badright? Perhaps it's not as simple as we like to believe, as Michael Finke of Texas Tech points out.