Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What's a Pro Sports Coach to Do in a Pandemic? Talk to an Advisor, of Course
By Jeff BermanHarman Wealth Management's managing director told ThinkAdvisor about working with MLB and NFL coaches — and another client whose needs went beyond financial planning.
8 Strategies for the Fee-Sensitive Prospect
August 18, 2020
Fidelity's Assets Hit $3.3T on Trading SurgeThe firm says it has added 2,000 employees, including financial consultants, as investors jump into the markets.
August 14, 2020
Mortgage Refinancing Rates Heading HigherThey will soon reflect an additional 0.50% fee that Fannie Mae and Freddie Mac are imposing on refis.
August 13, 2020
DOL Gives Guidance on Trump's Unemployment Benefits OrderSen. Ron Wyden, D-Ore., argued Thursday that Labor's new guidance "leaves many unanswered questions."
August 11, 2020
When Clients Get Sick, What Should an Advisor Do?A little reminder that you're thinking about them can go a long way.
August 06, 2020
What Advisors Must Do to Reach Affluent Women: McKinseyThe study finds advisory firms with younger women as clients could have up to four times faster revenue growth than their peers.
August 06, 2020
Clients Continue to 'Stay the Course' With Portfolios, Advisors: FidelityThe fund giant's latest research looks at the asset classes in which portfolios are adding active management and why.
August 06, 2020
Trump Says He May Sign Unemployment Benefits Order on FridayThe president spoke to reporters before leaving on Ohio trip; Pelosi said talks on virus relief package are making progress.