Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
'Tis the Week Before Christmas
By Bryce SandersA tale of a jolly advisor and an unhappy client.
December 15, 2021
Why Women Must Be Part of Planning MeetingsAbove all, women want to work with financial advisors who respect them and the important roles they play in their families and businesses.
December 14, 2021
12 Questions to Ask Clients in DecemberFrom capital gains issues to RMDs, charitable contributions and year-end financial gifts, there are plenty of reasons to reach out to clients right now.
December 14, 2021
Ed Yardeni: Why 70-Plus 'Panic Attacks' Haven't Killed the Bull MarketThe popular economist explains why he's bullish on both the economy and stock market, and why he sees no recession ahead.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 09, 2021
Inflation Near 40-Year High Shocks Americans, Spooks WashingtonAlready-hot inflation is forecast to climb to 6.8%. That would be the highest rate since Ronald Reagan was president.
December 08, 2021
Why Educating Clients Is Critical to Advisors' SuccessJacob Gold, a professor and third-generation financial planner, explains the value of helping others boost their financial literacy.
December 02, 2021
The Do's and Don'ts of Using Client TestimonialsLarry Sprung of Mitlin Financial, an early adopter of testimonials, discusses some best practices and how to stay out of trouble.