Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Advisors Are From Mars, Clients Are From Venus
By William H. Byrnes, Robert BloinkFidelity survey finds a surprise: Wealthy clients are more likely to want to use technology to communicate with advisors than vice-versa.
June 30, 2011
Mars and Venus: Helping Client Couples Resolve Conflicting Risk TolerancesWhen risk tolerance differs among a client couple, good testing and an insightful advisor can work wonders.
June 30, 2011
Grasping Hispanics' Financial Needs Includes Understanding Their Immigration HistoryGrasping the thorny immigration issue is an integral part of understanding the Hispanic community’s financial needs
June 29, 2011
Spectrem Affluent Investor Confidence Index Plummets in JuneThe Spectrem Affluent Investor Confidence Index plunged 11 points in June—the biggest drop in more than three years.
June 28, 2011
Seven Ways Clients Sabotage ConversationsDon’t be a conversation saboteur. That’s a sure way not to connect with clients.
June 24, 2011
Attention Advisors: Financial Help Tops Survey of ‘Distracted’ AmericansAccording to a new study released by Northwestern Mutual on Monday, Americans were feeling the strain of keeping up with all the distractions of a fast-paced life, and it showed in their ability to work toward objectives.
June 24, 2011
Where Are World’s Millionaires? Asia Jumps Into No. 2 SpotLooking for the world’s wealthy? Go east, young man. That’s the conclusion of the Capgemini-Merrill Lynch annual survey of high-net-worth individuals.
June 20, 2011
Emotion, Intuition Key to Advisor Use of Behavioral FinanceAdvisors are looking to apply the principles of behavioral finance, but coming up with options to implement is not that simple.