Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Advisors and Credit Advice: Are We Burying Our Heads in the Sand?
By Craig Lemoine, Shelley Giordano and Jamie HopkinsFew Americans get professional credit advice; meanwhile, retirees pile up debt.
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.
July 02, 2021
Financial Advice From a Bank? Customers Who Take It Love ItBank customers are unlikely to seek advice but most will follow it when they receive it, J.D. Power finds.
July 01, 2021
Most Americans Hesitate to Discuss Retirement Concerns With AdvisorsThese Americans would welcome such a conversation despite their initial reluctance, an Allianz Life survey has found.
June 30, 2021
Tech Giants Are Creeping Into Finance. What's an Advisor to Do?Consultant Craig Iskowitz talks to ThinkAdvisor about adding value and why millennials aren't so special.