Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Harold Evensky to SEC: Employ the ‘YOU’ Standard in Fiduciary Rule
By Melanie WaddellHigh-profile planner Harold Evensky says the SEC should require anyone giving personalized advice to provide a mom and pop statement describing the advisors responsibilities.
March 21, 2013
Winning New Clients by Building Trust in the Initial Prospect MeetingHow should you differentiate your firm from the competition? Before you start telling a new prospect what makes you great, listen to their concerns.
March 19, 2013
Your Client’s Brain: Can’t Make a Decision? Flip a Coin (Really!)The work of Dan Ariely and Linda Graham suggests one simple yet effective way to help clients make a decision.
March 15, 2013
Are You Charging Enough for Your Services? Most Likely, NoFinancial advisors are underselling their services, typically discounting their feesand needlessly so, according to Pusateri Consulting and Training.
March 14, 2013
Your Client’s Brain: ARIA—How to Quiet the Brain to Inspire InsightDavid Rock offers techniques to foster insight using our understanding of brain functions.
March 13, 2013
Advisor Accidentally Mails List of Tax Cheats, Authorities Zone InFederal prosecutors charge that over an 11-year period, an advisor helped 60 people in the U.S. hide $184 million.
March 12, 2013
Your Client’s Brain: How to Keep Your Brain HealthyThe lessons of the Healthy Mind Platter can guide you and our clients to a healthier work-life balance.
March 11, 2013
Sales Paradox: The Way to Get Is to GiveBestselling author and sales coach Bob Burg says there is ample space to stand out as an advisor for those who can establish trust.