Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Top 10 Wealth Zones With Fewest Advisors
By Dan BermanThese Wealth Zones, devised by AdvisorOne research, have residents with high incomes but few advisors among them.
April 24, 2012
When Your Advisory Skills Aren’t EnoughMany times, a life challenge your clients are facing will keep them from working productively with you. Here are some examples of how to tap outside networks of support to deal with addiction, debilitating illness, aging and parenting.
April 24, 2012
Post Financial Crisis, Investors Wary of Taking On Risk: IMCA ConferenceOver the past three years U.S. households have become more conservative, with 58% increasing their savings rate, shifting investments away from stocks and delaying retirement, according to recent ICI research.
April 23, 2012
Behavioral Economist Thaler Warns of ‘Hindsight Bias’: IMCA ConferenceIf so many advisors saw 2008 coming, why hadnt more investors avoided the aftermath?
April 17, 2012
Motion: That Serving a Client’s Best Interests Needn’t Be ComplicatedWe can have a minimum set of standards that tell us what the 'best interest of the client' means.
April 17, 2012
Markets May Be Volatile, but Risk Tolerance Isn’t, Pt. 2A key point from FinaMetrica's research: investors are ultimately driven by two factors: their risk tolerance and their risk perception. Advisors' challenge: managing clients fluctuating risk (mis-)perceptions.
April 13, 2012
Markets May Be Volatile, but Risk Tolerance Isn’tWhat's changing through market cycles is not the client's risk tolerance, but instead risk perceptions.
April 11, 2012
Show Me the Data: A Dose of Reality in Fiduciary DebateWhy is the broker-dealer industry so concerned about the client costs of a fiduciary standard? They arent. That argument was simply a red herring.