Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Profiting from Morality
By Savita Iyer-AhrestaniBrian Payne, vice president of investments at Wells Fargo Advisors in Dallas, has had a close association with the Muslim community in the Dallas/Forth Worth area for about five years.
October 27, 2011
Fidelity: How to Take Advantage of '$700 Billion' Mass Affluent OpportunityNew research from Fidelity Institutional seeks to help advisors to take advantage of what they call the $700 billion mass affluent opportunity.
October 27, 2011
Surprise: Many Men Would Rather Manage Money Than Watch FootballA report released Tuesday by ING DIRECT, a subsidiary of ING, and Mens Health found that 42% of men spend more time working on their personal finances than they do watching sports.
October 26, 2011
Blocking and TacklingSince my July piece in Research, I have been focusing on best practices. Any treatment of best practices must include blocking and tackling a sports metaphor that is well-defined by marketing and innovation expert John Caddell as meaning work thats not glamorous but is important. While there are several...
October 26, 2011
Making the Most of a MentorFinancial advisors-in-training must be ambitious, gutsy and thrive on hard work. Thats just for starters. And who is best qualified to guide these rookies on their challenging journey to profit and prosperity? Somebody whos walked miles and miles in their shoes: in other words, a caring mentor.
October 26, 2011
The Power of No PowerAny successful financial advisor will tell you they are always looking at ways to meet new potential clients. The problem is, after a while, youve pretty much tried every possible method of prospecting known to man. As sometimes happens with me, Ill be standing there minding my own business when,...
October 26, 2011
The Growing Opportunities for Advisors in the Retirement-Plan BusinessNow, even company retirement-plan brokers of record can provide investment advice to individual company retirement-plan participants.
October 26, 2011
Advisors Fail Affluent Women, Spectrem Group SaysAffluent women want more advice before they invest. Spectrem's Wolper suggests advisors spend more time with women and focus on planning rather than returns.