Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
FPA Retreat: Littlechild Offers Research on Referral Strategies That Work
By James J. GreenFor one thing, says Julie Littlechild of Advisor Impact, don’t confuse perceived client loyalty with a willingness to provide referrals.
May 02, 2011
Firing Clients When They Become Too Directive: Why I Did ItWhy advisor Mike Patton finally resigned as advisor to a client who wanted too much control over the portfolio.
May 01, 2011
Follow the Leaders: The 2011 IA 25In the nine years that Investment Advisor has published the IA 25, weve never ranked the 25 in the order of their importance.
April 27, 2011
Millionaires' Confidence Index Falls on Economic, Stock Market ConcernsSpectrem's Millionaire Investor Confidence Index fell 9 points in April to -1, the company reported Wednesday.
April 22, 2011
Treasury, Education Departments Release Financial Literacy ResultsApril is Financial Literacy Month in the U.S. and the Treasury and Department of Education have released results of high schoolers' National Financial Capability Challenge.
April 19, 2011
Affluent Clients Turn to Self-Directed Investment StrategiesAdvisors are missing opportunities to better serve their affluent clients in several areas, a Dow Jones study found.
April 19, 2011
Prudential Study: Advisors Fail to Reach Out to African-AmericansPrudential's recent study, “The African-American Financial Experience,” found that African-Americans still hold fewer financial products, are more conservative investors and still do not really have relationships with financial professionals.
March 31, 2011
Snooki Joins AdvisorOne as Blogger; Will Explore Financial Planning Challenges of Young and RichJersey Shore’s leading light will explore how advisors can serve clients with serious self-esteem and substance abuse problems, but who do meet their minimums.