Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Your Client’s Brain: Improving Financial Decisions With ‘Brain Extenders’
By Olivia MellanPaul Greenberg uses technology to supplement the memory abilities of older clients, leading to better decision-making.
March 27, 2013
Good News, Bad News: Findings of the Financial Planning Coalition SurveyThe findings of the Coalition survey of investors suggest some troubling undercurrents that the profession and the media should address.
March 27, 2013
Final Days for Advisors to Voice Fiduciary Attitudes and PracticesAs the fiduciary debate returns to front burner, this is the last week for advisors to share their opinions and actions on the third annual fiduciary survey by AdvisorOne and fi360.
March 26, 2013
Your Client’s Brain: Coping as Your Clients AgeAs the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.
March 26, 2013
Sequester Strikes Military Families as Pentagon Makes Budget CutsAs Congress grapples with $85 billion in sequester cuts, the Pentagon is slashing its budget, and service members and their families are making cuts of their own.
March 26, 2013
Advisors Flocking to Social Media, but Still Misunderstanding ClientsAdvisors view social media as an increasingly important tool to engage clients. At the same time, they significantly overestimate clients investment savvy and risk appetite.
March 26, 2013
NY Life to Hire 1,750 Women, MinoritiesBuoyed by the tangible business success of having made a targeted effort to cultivate a diverse work force, New York Life is looking to up the ante even further.
March 25, 2013
Overcoming Your Clients’ Emotional VolatilityNow more than ever, advisors need to have nerves of steel if theyre going to help investors stem overreactions to events like the recent news on Cyprus banks.