Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Legendary Bear Shilling Full of ‘Bull’—on Investment Advisors
By John SullivanIn a pleasant surprise, Shilling, known best for his bearish take on markets and economies, has a few sectors he actually likesincluding the investment advice and financial planning sector.
October 19, 2012
13 Vital Steps to Insure HNW Clients’ Retirement WealthAre your wealthy clients leaving personal insurance policies largely untouched for years on end? They could face lifestyle-changing losses and unnecessarily high annual expenses, according to ACE Private Risk Services.
October 18, 2012
Best and Worst 529 College Plans for 2012: MorningstarWhats striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008and seven of the 27 medalists are advisor-sold.
October 17, 2012
What Consumers Want: NAPFA’s Infographic Is Good, But…...it fails to address the question that should be top of mind for the entire financial planning community: Why dont more people go to financial planners?
October 17, 2012
Increased Volatility Raises Retirement Worries, Boosting Need for Advisors: NatixisNatixis Global Asset Management's David Giunta says advisors are best positioned to guide investors through the complexities of durable portfolio construction.
October 16, 2012
Forget Asking for Referrals, Occupy Your Client’s BrainOne of the big misconceptions in the advisory business is that clients refer new business because the advisor asks for the referral. But thats not it at all," says advisor consultant Stephen Wershing. We do it because we like to be the answer guy."
October 11, 2012
Advisors & Gen X, Pt. 2: Using Your Boomer Clients to Reach ThemAdvisors who are having the most success with wealth transfers are capitalizing on the direct channel they have to their Boomer clients children and grandchildren. Heres how you can emulate that success.
October 10, 2012
Across Party Lines, Transition Boomers’ Biggest Worry Is Health Care: AllianzSocial Security ranks as the second-biggest concern for both Democrats and Republicans age 55 to 65, an Allianz Life survey found.