Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Challenge That Self-Directed Investors Pose to Advisors
By Bernice NapachA recent Broadridge survey of investors found that 52% use self-directed brokerage accounts.
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.
August 03, 2021
Most Advisors Are Terrible at Niche Marketing. Don't Be Like Most Advisors.Financial advisors must do something to stand out in a "sea of sameness."
July 27, 2021
'Sketch Guy' Carl Richards Now Has a 'Secret Society' for AdvisorsThe "Behavior Gap" author tells ThinkAdvisor how he's helping advisors thrive in the face of "irreducible uncertainty."
July 21, 2021
What Does a Great Advisor Bring to the Table?The beauty of a relationship-based business is you can help your clients in ways they never knew they needed.