Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Advisors Get an 'A' From Investors on Pandemic Response: Survey
By Michael S. FischerAdvisors who recommended investing more rated highest in client satisfaction.
October 21, 2020
7 in 10 Global Investors Want to Adjust Portfolios Ahead of U.S. Election: UBSThree-quarters of investors in a UBS survey say they want more contact with their advisor.
October 20, 2020
Schwab: Employees With Company Stock Plans Welcome More Financial AdviceEquity compensation is increasingly important for attracting and retaining talent, especially millennials, Schwab survey finds.
October 20, 2020
Fidelity: Participants in Both 401(k)s, Stock Plans Save More for RetirementWorkers with dual participation are likelier to take advantage of financial advice, Fidelity research shows.
October 20, 2020
Hightower Adds $800M Texas RIAThe RIA consolidator says it has taken a "significant" equity stake in Hart Financial Group, its eighth transaction this year.
October 19, 2020
How to Respond to 12 Common Client ObjectionsThese aren't obstacles needing to be flattened. They are concerns needing to be addressed.
October 16, 2020
How Much to Save for Retirement Is Workers' Top Financial Concern: SurveyThree in five Americans are falling behind on their savings goals, a TIAA poll finds.
October 16, 2020
How Much Value Does a Financial Advisor Deliver?Russell Investments has developed a formula: A+B+C+E+T = value of an advisor.