Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Top 10 Worst States for Workers in Retirement Plans
By Marlene Y. SatterThe Employee Benefit Research Institute uncovered a disturbing trendwell, disturbing to anyone who hopes to retire someday.
December 26, 2011
Health Care Is the New Wealth CareWITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars not exactly pocket change.
December 26, 2011
The Power of WordsWRITER DOROTHY PARKER cracked that the two most beautiful words in the English language were check enclosed. The three most beautiful words for winning financial advisory clients are I get it!
December 21, 2011
Bob Clark’s 2012 New Year’s Resolutions: Getting Digital, Thinking RationallyOur intrepid blogger and veteran surveyor of the advisor universe gets thoughtful about technology, civil discourse and regulation of financial services
December 20, 2011
Top Reps Display Creativity, Concern at Curian Capital ConferenceGet a group of top advisors in a room for an hour and you have just enough time to get through one question. Thats what happened recently when Denver-based managed account provider Curian Capital invited AdvisorOne to an exclusive roundtable discussion with a sampling of the reps and broker-dealers with...
December 20, 2011
The Myth of Financial Literacy: Most Consumers Don’t Want ItWhy blaming consumersand your clientsfor their lack of financial literacy is a red herring. Oh, and a suggestion to the SEC on what its primary job should be...
December 16, 2011
Special Needs Planning Special Report, Pt. 1: Merrill Releases a CalculatorMerrill Lynch on Thursday premiered a special needs calculator for the parents and caregivers of special needs individuals. The calculator is designed to assist in calculating the amount of money necessary to sustain a special needs person throughout life.
December 16, 2011
Beyond Estate Planning—Heritage Planning for Families, Pt. 3: The Guided DiscoveryPresenting a unique kind of interview process to help couples and familiesyour clientsidentify their familys unique values