Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Second-Draw PPP Loans: What Advisors Should Know
By Robert Bloink | William H. ByrnesSmall businesses that took out a PPP loan may qualify for a second one, but they should be mindful of key differences.
January 21, 2021
5 Ways to Bring DIY Investors Into Your FoldThese are smart, curious prospects who want to be heard and who will listen to you.
January 20, 2021
10 Reasons Your Clients Need New Friends (and You Need New Clients)Financial advisors with older clients should emphasize the need to expand their circles. They should also take their own advice.
January 15, 2021
Krawcheck: Pandemic Could Set Women Back DecadesThe coronavirus-fueled recession "will have ripple effects for years" on women's economic progress, the Ellevest CEO tells ThinkAdvisor.
January 15, 2021
Why Digital Disruption Matters for Your PracticeNow's the time to focus on giving your clients the ability to make a request and have it fulfilled as fast as Uber can deliver a ride.
January 13, 2021
PPP Borrowers Should Act Fast, Expect More Scrutiny: AICPA"The SBA is doing more vetting for potential fraud," said Erik Asgeirsson, president and CEO of CPA.com.
January 07, 2021
State Street and Pimco Team Up in Launch of Cloud-Based Asset Platform: Tech RoundupMicrosoft and McKinsey are also involved. Meanwhile, Franklin Templeton teams with Vestwell on a new managed account offering.
January 07, 2021
7 Business Opportunities to Kick Off the New YearIt's annual review season. Take full advantage of those client meetings.