Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Financial Freedom Is Not Free
By Andrew RiceAs our country approaches the fiscal cliff, can we afford to have the financially responsible segment of our society pay for the other 50% of our society?
July 23, 2012
Millionaires’ Outlook Reaches 5-Year High: FidelityHow millionaires achieved their wealth, as well as their financial outlook and goals, influences their investment behaviors, according to a study by Fidelity Investments.
July 20, 2012
Wealthy Investors Adopting Mobile TechnologyWealthy investors are taking up social media and mobile technology in increasing numbers, the Spectrem Group found in a survey released Thursday.
July 20, 2012
Genworth Wealth Adds 4 Strategists, 8 StrategiesI call it the happy meal, says Genworth Wealth Management President and CEO Gurinder Ahluwalia of the firm's simplified menu of portfolio strategies for indie advisors.
July 20, 2012
Could You Have Saved These Clients? 7 Scams That Hit Celebrities HardFinancial scandals are usually named for their perpetrators, not their victims, unless those ripped off are the famous.
July 20, 2012
On Dodd-Frank’s 2nd Birthday, Should Investors Celebrate?Individual investors have not witnessed dramatic regulatory changes favoring investors over the past two years, but they seem to be voting with their assets, moving them more toward fiduciary advisors.
July 19, 2012
Can Behavioral Finance Stop a Financial Crisis?As policymakers around the world continue to deal with the legacy of the 2008 crisis, some are considering incorporating elements of behavioral finance into their proposals as they look to strengthen systems for the future.
July 17, 2012
Advisor Marketing and UVP: Make Referrals Stickier With Strong Branding, Pt. 2If your clients understand your unique value proposition, theyll remember you during tipping-point conversations. And dont forget the cookies!