Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
My First Client Advisory Board Roundtable: What I Asked
By Mike PattonMy clients ranked potential new services I could offer, and the appeal of what I already offered.
May 20, 2011
MassMutual Is Rigorously Studying How to Serve the Indian CommunityFor financial services giant MassMutual, Bollywood and yoga are just not sufficient attributes to go with when trying to understand the nuances of the Indian community in the United States.
May 19, 2011
At NAPFA, Behavioral Economics—What Works and What Doesn’tBehavioral psychologist tells attendees what to do when client logic leaves the room.
May 16, 2011
U.S. Deficit, Japan Quake Shake Investor Trust: Kellogg, MFS SurveysChicago Booth/Kellogg and MFS Investment surveys show a decline in investor trust and a rise in pessimism.
May 13, 2011
SSGA’s Rochte on Investment Discretion: What It Means for Advisor, Client SuccessHow does investment discretion impact speed, volatility and poor client behavior?
May 09, 2011
Financial Planning Clients Exhibit Same Behavior as Weight-Loss PatientsSegmentation analysis addresses key parallels between weight-related, financial-related behavior.
May 09, 2011
Wealthy Investors Say They’re Happier With Their Advisors: IPI StudyIt depends on your point view: Three years after the onset of the financial crisis, 63% of ultra high-net-worth investors are “fully satisfied” with their advisor relationships, whereas 95% of advisors find their firm’s clients are fully satisfied.
May 08, 2011
What I Learned From My First Client Advisory Board MeetingFor one thing, Mike Patton learned an estate planning attorney in his town has been singing his praises.