Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Have We Turned the Confidence Corner? Millionaires Think So
By James J. GreenSpectrem Millionaire Confidence Index hits nine-month high; consumer confidence, Chicago PMIeven Ben Bernankepoints to a possible resurgence, but Spectrems Wolper warns about negative effect of rising gas prices.
February 23, 2012
Are You a Fiduciary Thought Leader? Submit Your Paper in Annual ContestThe deadline for fi360s annual fiduciary papers competition is March 12. Cash prize and chance for wider publication on AdvisorOne are rewards to authors.
February 23, 2012
New Behavioral Finance Findings and Optimal Asset AllocationA Swiss professor extends Kahneman and Tversky's research to explore how a client's aversion to loss is based on individual reference points and mental accounting, and the implications for advisors.
February 23, 2012
Direct Providers Threaten Advisors’ Client Base: CerulliThose advisors most in jeopardy are those who compete most directly with providers such as Schwab, Fidelity and E*Trade.
February 22, 2012
The Gender TrapThe World Economic Forums recent Global Gender Gap Report notes that 85% of the 135 countries surveyed in 2011, Saudi Arabia included, have made progress in the past year toward gender equality.
February 22, 2012
Be Gentle or Assertive, but Stop Clients From Overspending!The key: help the client more solidly feel the disconnect between their current behavior and their long-term goals.
February 15, 2012
Payroll Tax Cut Deal Reached in CongressCongressional leaders said late Wednesday they had reached a tentative agreement on a payroll tax cut; legislation likely will be ready for President Obamas signature by the end of the week.
February 10, 2012
Weighing Buckets vs. Systematic Withdrawals for RetireesOne of the key strategic decisions advisors who work with retiring clients face is whether to use systematic withdrawals or the bucket approach to serve retirement investors. An analysis reveals that one approach is psychologically more satisfying while the other offers superior financial results.