Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Why Advisors Need to Be 'Like a Quarterback': Ken Dychtwald
By Jane Wollman RusoffPeople want their advisor "to get them thinking, talking and planning so they can have secure and satisfying longevity," says the Age Wave CEO.
December 28, 2021
The Importance of Family in the Sales ProcessIt takes a village to raise a child. Why not sell to the village?
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.
December 28, 2021
Vanguard Clients Report Website Outages Since ChristmasFor several days, users have complained the site "won't provide account statements or transaction confirmations," says Vanguard watcher Dan Wiener.
December 28, 2021
Last-Minute Tax Loss Harvesting Tips for 2021Clients have a few days left to prevent a surprise tax hit from digging into their profits, say the two tax experts.
December 28, 2021
What to Expect for Social Security in 2022Experts Jamie Hopkins, Marcia Mantell and Nancy Altman weigh in on what lies ahead for the retirement benefits program next year.
December 28, 2021
8 Bitcoin Tax Facts to KnowAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 27, 2021
Should You Count on Social Security?The program's looming insolvency is pushing Congress to consider benefit cuts or tax hikes; the answer lies more with the Social Security Trust Funds.