Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Hidden Hand: Marv Tuttle’s Low-Key Guidance Will Be Felt for Years
By Bob ClarkNaming Marv Tuttle as CEO of FPA was the smartest thing any financial planning association has done in the 30 years I've been covering the profession.
September 28, 2012
Think Small for Retirement SuccessEfforts by companies to get employees more committed to proper financial planning can go to waste if not done the right way, said Liz Davidson of Financial Finesse.
September 26, 2012
Consumer Confidence Rises in September, Advisor Confidence FallsConflicting sentiments over the relative strength of the economy has pundits scratching their heads.
September 26, 2012
SEC Warns on Rise of Affinity FraudFraudsters who carry out affinity scams frequently are (or pretend to be) members of the group they are trying to defraud.
September 25, 2012
What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—SlideshowJeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.
September 25, 2012
What Divorcing Wives Fear MostMore older people--the boomers--are divorcing, and increasingly it's women initiating proceedings. Tips for advisors working with divorcees or those contemplating divorce.
September 25, 2012
Divorce + Recession + Retirement = Oh, My!Markets go up and markets go down is the philosophical view of a financial advisor who participates in attorney Linda Gross collaborative divorce study group.
September 25, 2012
Seeking Wealthy Divorcées as New ClientsIf youre looking for an attractive source of new business, you might consider high-net-worth divorces who arent being well-served by their current advisor.