Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A BD Rep Surveys His Clients: The Fiduciary Issue Crystallized
By Bob ClarkThe experience of one reps attempt to explain fiduciary vs. suitability to his clients illustrates whats wrong with the system.
November 28, 2011
How Herman Cain Could Be Derailing Your ClientsSince tax reform may be top of mind for your clients in this presidential election silly season, how do you keep them balanced?
November 23, 2011
Research Roundtable: Gundlach, Rodriguez, OthersOur expert panel John Buckingham, Kenneth L. Fisher, Jeffrey Gundlach, Robert Rodriguez sees turbulence and opportunity in the year ahead, as history makes clear that presidential election years are usually favorable for the securities markets.
November 17, 2011
Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational PlanningIn the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.
November 16, 2011
RIAs Prepare for Lower Risk Tolerance Among ClientsRIAs believe market volatility in the past 12 months has made clients more risk averse, according to an Invesco market research study released Wednesday.
November 07, 2011
Lessons Learned in Client Communications: Schwab Impact VideoWhat did advisors learn during the financial crisis, and how are they counseling jittery clients in these volatile times? Gurinder Ahluwalia, president and CEO of Genworth Financial Wealth Management, shares his insights during the 2011 Schwab Impact conference with John Sullivan of AdvisorOne.
November 07, 2011
My View on the Markets and Articulating It to ClientsIndependent advisors need to have their own viewpoint on the global markets and economy, and must articulate that view to clients. Heres my process
November 02, 2011
Americans in Denial About Need for Long-Term Care: StudyLooks like long-term care is still a source of confusion if not outright denial for most Americans.