Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Mastering Cold Calling
By Bill GoodIn recent columns, I've discussed how to cold call and I've analyzed calling scripts sent to me by readers. You can pick up your copy...
July 20, 2009
Advisors Unprepared to Help Clients With Alzheimer'sFidelity survey finds advisors feel lack of knowledge and resources on Alzheimer's
July 17, 2009
Despite SIFMA Talk, Caveat Emptor LivesWill SIFMA's proposed "federal fiduciary standard" and disclosure requirement water down the standards as they exist currently for investment advisors and ERISA fiduciaries?
July 14, 2009
Five Core Principles of the Authentic Fiduciary StandardLeaders in the investment industry have called on Congress to "adopt an authentic fiduciary standard in Wall Street reforms," and offered "five core principles" to help clear up what fiduciary means for investors.
July 10, 2009
Portfolio Analytics, S&P StyleStandard & Poor's MarketScope Advisor (MSA), has added a HoldingScan tool and Alerts functionality to its range of services for advisors.
July 08, 2009
Shopping for a Custodian?Scottrade Advisor Services, for independent RIAs, has enhanced their Web platform and now hosts an online RIA community.
July 06, 2009
Behavioral Finance Down LowCFA instructor, trader and blogger Michael Martin looks at a new documentary from Michael Covel, "Broke: The New American Dream," about behavioral finance.
July 01, 2009
A Well-Founded DistrustCultural differences about money and investing are often rooted in sometimes bitter experience. That's likely the case with people from Argentina. According to my son,...