Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Average Yearly Financial Planning Fee Surges 52% in 3 Years
By Michael S. FischerFlat fees have risen by 15% since 2023, Envestnet reports, while subscription fees have reached $595 per month.
March 04, 2026
Yes, Bank Advisors Can Be Entrepreneurs TooWith ownership over advice, those who go independent often rediscover the most energized version of their professional identity.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 09, 2026
9 One-Liners to Help You Turn Prospects to ClientsThese short "scripts" help ensure you and your prospects are on the same page.
February 06, 2026
12 'Super' Stats for Super Bowl LXHere are some tidbits on the big game, the fans, the bets and, of course, the ads.
February 04, 2026
The 4% Rule: Love It or Leave It?Some like the simplicity of the approach, while others fear that its apparent inflexibility causes serious problems.
February 04, 2026
3 Keys to Courting CPAs, Attorneys to Boost ReferralsFinancial advisors get about 14% of new clients from referrals by other professionals, Cerulli finds.
January 29, 2026
Osaic Taps Finny for AI-Powered Prospecting ToolsOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.