Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Is Kitces Right on When a CFP’s Fiduciary Duty Should Apply?
By Knut A. RostadAdvancing the discussion, Michael Kitces urges the CFP Board to abandon its approach of limiting when a fiduciary standard should apply to certificants.
December 06, 2012
International Protector Group Offers New Family Office ServiceUsing recent Bahamas legislation, HNW families set up wealth protection structures.
December 05, 2012
Succession Planning 401: Transitioning Clients to New AdvisorsWhen you ask existing clients to trust a new advisor so you can concentrate on other duties, follow this thoughtful approach.
December 05, 2012
NAPFA’s CFP-Only Stand: A Step in the Wrong DirectionA curious move, at a curious time, for purportedly, a curious reason, that is also a slap in the face to CPAs with the PFS credential.
December 05, 2012
How to Tame Overly Spirited Holiday SpendingExpressing holiday spirit by spending too much money can be a problem, even for the wealthy. So it would be wise for advisors to help clients rein in spending by understanding the psychology behind it.
December 04, 2012
5 Steps to Finding the Right Fit for Engaged ClientsEngaged clients refer, but how many of your existing clients meet your definition of an ideal client? Taking these five steps to determine if prospects and existing clients are the right 'fit' will propel you on the journey to engaged clients.
November 30, 2012
Gender Gap Exposed in Millionaires’ Financial Decision MakingFidelity study says advisors are well advised to focus on both spouses to protect client relationships.
November 30, 2012
4 Common-Sense Requests for Congress From the FSINo more kicking the can down the road. The lame-duck Congress can and should avoid going over the fiscal cliff by acting on these four modest proposals.