Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Most Advisors Are Terrible at Niche Marketing. Don't Be Like Most Advisors.
By Patrick BrewerFinancial advisors must do something to stand out in a "sea of sameness."
July 20, 2021
Advisors and Credit Advice: Are We Burying Our Heads in the Sand?Few Americans get professional credit advice; meanwhile, retirees pile up debt.
July 15, 2021
These Beliefs Hold Advisors Back From Getting Referrals: Julie LittlechildGetting referrals is easier now than pre-pandemic, but "buying into myths gets in the way," the researcher tells ThinkAdvisor.
July 10, 2021
Biden Fires Social Security Administration ChiefThe term of Trump appointee Andrew Saul was set to expire on Jan. 19, 2025.
July 08, 2021
Want to Avoid Taxes the Peter Thiel Way? Don't Even TryFrom fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.
July 06, 2021
How 'Power Phrases' Make You Memorable to ProspectsAdvisor Leibel Sternbach tells ThinkAdvisor how to craft a message that attracts attention — over and over again.
July 06, 2021
To Build a Thriving Niche Practice, Learn When to Say NoAn inquiry from a near-fit prospect can signal an opportunity to expand to a parallel niche — or a trap.
July 06, 2021
'If I Can Trade for Free, Why Do I Need You?'Of course investors still need a good advisor! Here are some reminders for the skeptics.