Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Coaching Clients in Times of Crisis
By Mark MatsonTelling them to "stay the course" isn't enough.
May 04, 2020
How to Accelerate 2020 Disaster Losses to 2019 TaxesThe federal emergency declaration declared on March 13 triggered IRC Section 165(i), which helps with natural disaster losses.
May 04, 2020
How to Help Clients Who Want to Move to Another StateAdvisors should review the tax implications for clients opting to move, wait or consider their residential options during the pandemic.
May 04, 2020
How Can Another Firm's Dissatisfied Client Become My Client?Recent market turmoil has some investors rethinking their advisory relationships or their decision to invest on their own.
May 01, 2020
How the CARES Act Helps Mortgage HoldersBut not all homeowners can access this relief, the GAO says.
April 30, 2020
Now Is the Time for Advisors to Invest in Growth: TD AmeritradeStandout advisors who thrived during the Great Recession can teach a valuable lesson, TD Ameritrade says.
April 27, 2020
Acting, Not Reacting, During the PandemicWe must all stop treating this like a bad dream or a very long disaster movie and insert ourselves into the plot.
April 27, 2020
Financial Advisors Speed Up Shift to Holistic Financial PlanningA Broadridge survey finds advisors receptive to support from asset managers and technology.