Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Future of Financial Advice? Maybe It’s Health Care
By Bob ClarkI suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.
January 10, 2013
Fiscal Cliff Deal Kicks Military Families’ Concerns Down the RoadThe feelings of stress and fear that military families reported feeling ahead of a decision on the fiscal cliff and sequestration have only been extended, not assuaged, by the deal passed on Jan. 1, First Command reported Monday.
January 10, 2013
Four More Years? Fiduciary Proponents Need to RegroupTo prevent four more years of fiduciary gridlock in Washington, proponents of the fiduciary standard for all need to regroup. Proposed: four steps to change the discussion.
January 08, 2013
Kitces on Top 3 Topics for Advisors in 2013—Topic 2: TabletsMany advisors already have tablets, but as prices decline and more clients get the devices, and as advisor-specific applications are introduced, advisors will face a new challenge.
January 07, 2013
Top 10 States With Most & Fewest Millionaires: 2012Rankings by Phoenix Global Wealth Monitor show some surprising findings on which states have the most millionaires.
January 03, 2013
Big Boost to 401(k) Roth Conversions in Fiscal Cliff DealThe last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.
January 03, 2013
Fiscal Cliff Deal Extends Tax Break for ‘Underwater’ HomeownersThe fiscal cliff deal extends the Mortgage Forgiveness Tax Relief Act for one more year, stopping the IRS from taxing mortgage forgiveness as income in the case of a short sale, refinancing or foreclosure.
January 02, 2013
Forget Zero-Sum: Much of Life and Economics Is Win/WinIf our legislators and regulators realized this, we would all be much better off.