Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Cold Calling 2012
By Bill GoodI need your help to find out which cold calling scripts and lists work best and what unique strategies may be out there.
August 17, 2012
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement AdviceSurveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
August 17, 2012
Olympians and Advisors: A Win-WinTwo Merrill Lynch advisors share how they came to have top athletes as clients and as business partners.
August 17, 2012
What Makes Your Clients Tick? A Peek at 10 Finance Firms’ CustomersLooking to connect with potential clients? New Media Metrics analyzed the customers of 10 major financial institutions to discover their interests and favorite media, as well as the emotional pull of the banks themselves.
August 17, 2012
Friedman’s 3 Realistic Steps to Succession PlanningSure, you know all the reasons for having a succession plan in place, but you still havent done it. Try following these three steps to get you moving.
August 16, 2012
Why Risk Questionnaires Misread Your ClientsGarbage in, garbage out, the saying goes.
August 16, 2012
The Biggest Risk to a Senior’s Finances: FamilyPreyed upon by relatives, caregivers and con men, the elderly are also, experts say, ill equipped to choose someone to advise them on their finances.
August 15, 2012
Labor (Force) of Love: Advising Working MomsWorking moms are feeling the pressure from their twin roles of breadwinner and caregiver, author Erin Flynn Jay said.