Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Frank Talk With Vanguard’s Advisory Chief
By Gil WeinreichMartha King explains how the firm reaches out to advisorsand when it doesn'tand speaks frankly about competition with Schwab, frustration with index providers and more.
February 04, 2013
Two Overlooked Documents That Make a Financial Plan Even BetterA financial plan is itself a great benefit to a client, and you can charge for it, but these two ancillary documents can build a stronger tie. between you and your client
January 31, 2013
Top RIA’s Top Business Model: Keep Your Hands Off!Do-it-yourself investors and financial advisors associated with actively managed investments all are missing the boat, according to Mark Hebner, an RIA managing $1.8 billion who says the "passive advisor" is the best business model.
January 29, 2013
Taking a Look at Measuring Advisors’ PerformanceIt might be helpful to clients and prospects, but is there a goodand legalway to measure and report on advisors' performance?
January 29, 2013
10 Best Cities for Job SeekersPersonal finance website NerdWallet released its list of the best cities for job seekers based on Census Bureau data on population growth, income, unemployment rate and the cost of living.
January 28, 2013
Advisors' Path to Success: Externalizing the Inner YouIf your elevator speech doesn't reflect the real you, clients and prospects will sniff it out. What you offer clients should come from who you are, not what you do.
January 25, 2013
Johnson Named President of National Planning Corp.John Johnson has been acting in this role for the Jackson National-affiliated independent broker-dealer since November.
January 25, 2013
Client Views: Fear and Loathing in the Reception RoomIf its true that you never get a second chance to make a first impression, advisors should give at least as much thought to their receptionist and the reception area as to retirement income or portfolio rebalancing.