Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
SEC’s Aguilar: Predispute Mandatory Arbitration Denies Investors’ Rights
By Melanie WaddellA clients right to go to court to recover monetary damages is an important right that should be preserved and kept in the clients toolkit, SEC Commissioner Luis Aguilar told state securities regulators Tuesday.
April 11, 2013
Maselli’s New Advisor Model: Advisors as Lifeguards (Seriously)It may come as a surprise that Frank Maselli, the seminar expert par excellence, doesnt think seminars are for everyone, or even most advisors.
April 10, 2013
Advisor Coach Walks Walk, Creating Huge Business in Just 18 MonthsIn June 2011, Katherine Vessenes and her husband Peter, veteran coaches, put their principles into practice by starting their own retail advisory firm. And the results have surprised even them.
April 10, 2013
Low Investor Confidence: An Opportunity for Independent AdvisorsAs the previous financial meltdown helped create the independent investment advisory profession, so the current lack of trust in the investment system spells an opportunity for today's independent advisors.
April 10, 2013
Using Benchmarks to Spark Constructive Conversations With ClientsBetter performance measurement makes for a better, broader discussion with your clients. Here's how to guide the conversation to everyone's benefit.
April 08, 2013
529 College Savings Plans: Never Too Late to StartLate college saving is better than no college saving, says WSJ's Rosenthal.
April 04, 2013
Are You Charging Enough for Your Services? Use This Tool to Find OutTo determine what you should be charging, Pusateri Consulting and Training illustrates a simple way to visualize what you have to offer.
April 03, 2013
Why I Think Ric Edelman Is Ahead of the Curve, AgainTechnology will change advice giving in the very near future, especially among younger people. Rics ready. Are you?