Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
15 Things Never to Say to Clients or Prospects
By Bryce SandersTry these alternatives when you're not sure what to say.
October 28, 2020
Advisor Group to Expand Ladenburg's Training ProgramsThe program was crucial to the decision to buy Ladenburg and will be rolled out to the entire advisor network, CEO Jamie Price says.
October 28, 2020
Best 529 College Savings Plans of 2020: MorningstarMorningstar changed its 529 plan rating methodology this year to put more weight on fees.
October 27, 2020
Which Generation Has the Most Student Debt?Overall debt and monthly payments have increased across generations and occupations, Fidelity reports.
October 27, 2020
PPP Loan Forgiveness: SBA Offers Relief for Small Loan RecipientsClients who borrowed $50,000 or less are eligible and should be advised about what this valuable option can (and cannot) do.
October 27, 2020
COVID Fuels Retirement Uncertainty: Wells FargoThe pandemic underscores importance of Social Security and Medicare, the bank's retirement survey finds.
October 27, 2020
Schwab: Advisors Upbeat on Growth but See 'Huge Threats,' TooThe biggest threats to RIAs today are "discount brokers, robo-advisors, Robinhood" and other players, said one advisor.
October 27, 2020
Will eMoney's New Planning App Help or Hurt Advisors?Experts weigh in on what the app, which targets the retirement plan market, will mean longer term for traditional wealth managers.