Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Taking the Negativity Out of “No!”
By Raphael LapinAs advisors, we have all found ourselves in situations where a client believes he knows better. The advisor-client roles suddenly appear reversed as the…
December 27, 2010
The Great Deleveraging: How to Advise Clients in a Period of Weak GrowthAs debt contracts, today’s deleveraging should bring several years of weak economic growth, forecasts Chip Dickson, co-founder of equity research firm Discern and former Lehman Bros. chief equity strategist.
December 22, 2010
2010 Census: Top States for Population and WealthThe 2010 Census shows some surprising statistics when it comes to the wealthy in America.
December 21, 2010
Consumers Optimistic Today, Uncertain About Financial FutureOptimism reigns despite fall off in savings, ability to pay off debt, Country Financial survey finds.
December 21, 2010
A ‘Secular’ Bull Market for Women and Wealth, Say BofA-Merrill EconomistsNew report suggests that a ‘long on women’ investing approach will benefit companies that cater to women.
December 20, 2010
The Hidden Cost of SuperstitionDoes superstition play a role in how people make their financial and investment decisions?
December 16, 2010
'Tis The Season For Optimism: Putnam Survey on Consumer SavingsHalf of Americans feel more financially secure than they did a year ago, says a holiday survey from Putnam Investments, headed by CEO Bill Reynolds.
December 15, 2010
Financial Advisors' Services More Popular Than Personal Trainers'It seems Americans are more worried about their assets than their abs.