Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Understanding Client Culture
By Raphael LapinBy methodically examining communications preferences, values, decision-making processes and management style, advisors can raise their level of service to clients.
August 29, 2011
When It Comes to Referrals, a Good Reputation Is PricelessWebsite + referral + referral + good reputation = potential new client, plus how I'm responding to the 'bull' market.
August 26, 2011
Building a Personalized Disaster Plan for Clients—Pt. 1: The DocumentsIn the midst of natural disasters, a reminder to advisors on which documents your clients should safeguard to ease the post-disaster recovery process.
August 23, 2011
MSRB Proposes Fiduciary Duty for Municipal AdvisorsProposed rule G-36 flowing from Dodd Frank is designed, MSRB says, to 'put interests of state and local governments first.'
August 23, 2011
Parents’ College Savings Falling Far Short of Goal: FidelityAccording to a study released Tuesday by Fidelity Investments, parents are ill-prepared to meet tuition costs, with their savings likely to cover only 16% of the bill.
August 22, 2011
A Cautionary Tale: When a (Prospective) Client Doesn’t Fit From the BeginningWhen the markets are turbulent, clients can get irrational: a real-life learning experience.
August 19, 2011
Saving Face and Facing Fears: Why Investors Make Rash DecisionsAdvisor Paul Puckett believes that the fear of not keeping up with the Joneses is a major impediment to proper financial planning.
August 19, 2011
Lyin’, Cheatin’ and Stealin’: Themes of NASAA’s Top Investor TrapsState regulators ask advisors with scruples to help identify unscrupulous con men who become more active as market volatility rises.