Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
12 'Super' Stats for Super Bowl LVI
By Michael S. FischerHere's some Super Bowl trivia to get you warmed up for the big game.
February 07, 2022
4 Things Your Financial Planning Software Should DoWhether you're looking for a specific tool or a general CRM, here's what to keep in mind.
February 04, 2022
The $3 Trillion Question: What if Women Invested at the Same Rate as Men?BNY Mellon investigated why they don't — and how those trillions would be invested if they did.
February 03, 2022
12 Things Not to Say to Widows or WidowersThese comments are well-meaning but can be counterproductive for a grieving spouse.
January 31, 2022
Goldman, Morgan Stanley Strategists See Risk of Further Stock Market PullbackThe S&P 500 could drop 10% from Friday 's close to 4,000 if real U.S. treasury yields rise by 60 basis points to 0%, one analyst says.
January 31, 2022
Virtual Rules of Zoom EngagementOne way to make the most of online meetings is to show some respect.
January 27, 2022
3 Things Advisors Overlook When Reviewing Clients' Life Insurance PoliciesWhen working with a client or prospect, advisors must have current and complete information on their financial holdings.
January 27, 2022
4 Tips for Working With Clients When Markets Are VolatileMarket swings create opportunities for outreach, since they often lead to acute emotional responses in many investors.