Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Madame Ex: Advising ‘Gray Divorcees’
By Olivia Mellan, Sherry ChristieWe all know the clich of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this clich on its head.
September 24, 2012
New York Life Gives American College $5M for Ph.D. ProgramThe 12-course Ph.D. program in business administrationthe only one of its kindwill help advisors hone their skills in financial literacy and retirement planning.
September 24, 2012
The Curious Case of the CFP Board and a Double-Dipping CFPAt issue: Can there really be extenuating circumstances to an advisor double dipping?
September 21, 2012
Are Clients Deleting Your Emails?You may be the savviest financial advisor in your community, but can you command attention through an effectively written email or blog post?
September 20, 2012
Wealthy Investors Prefer Boutiques Over Larger Wall Street Firms: StudyHigh-net-worth investors favor boutique wealth management firms over Wall Street behemoths based on quality, exclusivity, social status and ability to deliver special client experiences, according to a study.
September 20, 2012
Nearly $2.5 Billion Mailed to Madoff VictimsNearly $2.5 billion in checks were mailed Wednesday to victims in the liquidation of Bernard L. Madoff Investment Securities, according to the Securities Investor Protection Corp.
September 19, 2012
Middle-Income Earners in Urgent Need of Advice: SurveyA new joint report by the CFA and Primerica has found that two-thirds of middle-class Americans acknowledge having made financial mistakeswith the average cost being $23,000.
September 19, 2012
Mass Affluent Consumer Is the ‘New Black’Just as fashionistas once declared that pink was the new black, mass affluent consumers are on the verge of overtaking HNW clients as a desirable customer base for retail banks, says HNW Inc.