Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Get a Life
By Jane Wollman Rusoff“People today don’t want to be sold XYZ product. They want a customized, personalized financial plan for life,” says Mitch Anthony, founder of the Financial Life Planning Institute.
February 21, 2011
Climate Change Puts Institutional Investors at Risk for Trillions: MercerAccording to a report released Feb. 15 by consulting firm Mercer, inaction and lack of cooperation surrounding climate change has the potential to cost institutional investors trillions of dollars over the next 20 years.
February 20, 2011
10 Best Online Sites for Consumer Financial EducationSunday saw the launch of “America Saves” and “Military Saves” Week, and the occasion was marked by the Alliance for Investor Education…
February 18, 2011
What the Millennial Generation Will Expect From Their AdvisorsPoised to inherit up to $40 trillion, this cohort are digital natives, networkers and consensus builders
February 15, 2011
How to Find a Financial Advisor: NAPFA Publishes Consumer GuideNAPFA has published a "Financial Advisor Field Guide" that teaches consumers how to find a qualified advisor to help them with their personal finances.
February 14, 2011
To Pull in African-American Clients, Pinpoint Local Black ChurchesLee Hyder, Akron, Ohio-based financial advisor and founder of Lee Hyder & Associates, is the first to agree that most financial advisors have not…
February 09, 2011
More High School Students Take Responsibility for College CostsThe College Savings Foundation released its second annual How Youth Plan to Fund College report on Wednesday.
February 02, 2011
What Do Affluent Investors Want?Merrill Lynch has some answers in its “Affluent Insights Quarterly” report.