Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Ultrawealthy Tiger 21 Members Favor Equity Investments
By Michael S. FischerThe annual Tiger 21 Member Favorites Survey, released Friday, shows that public equities again ranked as favorite investment of the 200-strong ultrawealthy peer group.
October 25, 2012
President Romney’s Cabinet: Who Would He Choose?If Gov. Romney wins the election, his Cabinet will take a very different direction on economic policy than Obamas. Here are some of the choices to head those key posts.
October 24, 2012
This Is Your Client’s Brain on FinanceNeuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isnt always the most effective.
October 24, 2012
For Advisors Plagued by Production Plateaus, New Oppenheimer Program Offers CureThe newly formed CEO Advisor Institute offers advisors tools and templates to help them manage complexity and maintain life-work balance.
October 24, 2012
Economy to Drive Small-Business Owners’ Vote: Principal Financial SurveyA just-released survey by The Principal Financial Group has found that the top concern among small-business owners today is managing health care costs.
October 24, 2012
LPL Grabs $175M Team From SagePointThe 19-member group is based in Southern California and focuses on boomers, as well as members of Gen X and Y.
October 23, 2012
A House Divided: Help Client Couples Work TogetherDuring the 30-plus years Ive been counseling couples and teaching them how to resolve conflicts, Ive identified many ways they tend to polarize around money.
October 23, 2012
Stress Fracture: How to Save Your Relationship With Your ClientIn your waiting room a client watches the TV tuned to CNBC, which shouts out good newsthe Dow is up 300 points. Oddly, her stress level skyrockets. Why?