Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Google Reviews Are the New Client Referrals: Samantha Russell
By Jeff BermanThe new Google Screened "could be a huge game changer" under the new SEC ad rule, she says.
November 17, 2021
Clients Want Tax-Smart Advice, and Most Aren't Getting It: OrionOnly 20% of advisors employ ongoing, automated tax management, according to a survey commissioned by Orion Advisor Solutions.
November 15, 2021
How Advisors Land Young, Wealthy Clients: Advisors' AdviceYoung, wealthy investors strongly prefer to manage their own investments. These advisors persuaded them to change their mind.
November 10, 2021
Dynasty Pilots Program to Match Wealthy Prospects With AdvisorsA beta launch of the new Dynasty Connect referral program started with a small number of advisors in the firm's network.
November 08, 2021
Avoid These Mistakes When Emailing ClientsIn an email, some well-intended phrases can be misread as passive aggressive, communication expert Erica Dhawan tells ThinkAdvisor.
November 05, 2021
6 Trends Reshaping the Wealth IndustryThoughtLab Group study reveals how advisors and firms can move to a more client-centric approach to succeed.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.
November 03, 2021
Bars and Advisors: A Great Match (for Prospecting)This strategy will work just as well at a coffee shop or lunch counter.