Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
3 Ways Advisors Can Better Serve Female Investors
By Michael S. FischerFocus on a segment of the market and tailor your approach, Cerulli suggests.
September 01, 2021
The Challenge That Self-Directed Investors Pose to AdvisorsA recent Broadridge survey of investors found that 52% use self-directed brokerage accounts.
September 01, 2021
9 Ways to Hit the Ground Running After Labor DayDon't miss out on the opportunities this "let's get back to work" milestone presents.
August 30, 2021
10 Worst States for COVID-19 ICU Bed UseIn some parts of the country, overall COVID-19 hospitalization rates are close to where they were in January.
August 23, 2021
12 Phrases That Alienate Clients (and 12 to Use Instead)Saying the wrong thing in critical situations can create distance, while the right response can build your relationship.
August 19, 2021
There Are More 401(k) and IRA Millionaires Than EverThe number of 401(k) accounts with balances of at least $1 million at Fidelity Investments grew 84% year over year to 412,000.
August 17, 2021
12 Investing Books You'll Actually Want to ReadThese late-summer reads, recommended by successful financial advisors, are both informative and entertaining.
August 12, 2021
11 Ways to Play 'See and Be Seen'To build your business, you need to know how and where to seek out the people you want as clients, prospects or friends.