Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Beyond Estate Planning—Heritage Planning for Families, Pt. 3: The Guided Discovery
By Cameron ThorntonPresenting a unique kind of interview process to help couples and familiesyour clientsidentify their familys unique values
December 09, 2011
Preparing Clients for the Ugly Times: Risk and ReturnTo best educate clients, show them how their portfolios would have worked in markets past. The less they look, the better the performance.
December 09, 2011
Five Characteristics of Ultra-High-Net-Worth InvestorsMany financial advisors dream of catering to the most elite investors seeking advice on how to invest their great fortunes. Here is an inside look into the attitudes and characteristics of the denizens of elite advisors mahogany-paneled executive suites.
December 08, 2011
Senate GOP Blocks Cordray as Head of Consumer BureauThe Senate fails to move forward nomination of Richard Cordray as first director of the Consumer Financial Protection Board; GOP says director will wield too much power and that CFPB is unaccountable to Congress.
December 08, 2011
Advisors Rediscover the Value of Talking Directly to ClientsThe latest AdvisorBenchmarking survey shows big increases in advisor use of face-to-face meetings and telephone calls with clients, while they remain skittish on social media.
December 06, 2011
Jeremy Grantham Delivers Large Dose of DoomGranthams latest letter to clients is spectacularly, and relentlessly, depressing; but his fine performance as a hedge fund manager should allow for a very respectful hearing.
December 06, 2011
8 Moves Investors Should Make in 2012: Brinton EatonBrinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with keeping the faith in equities and keeping a tight rein on emotions.
December 05, 2011
FiPath New Social Media 'Hook-up' for Advisors and ClientsPeter Velardi is betting that FiPath for Advisors will be akin to match.com in connecting advisors with potential new clients...