Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
On the Way: Stimulus Checks, Fourth Aid Package
By Melanie WaddellSome paper checks may not reach recipients until mid-August.
April 01, 2020
Too Late to De-risk? 5 Questions to Help DecideSome clients should cut their losses while others might want to wait it out, Morningstar's Christine Benz says.
April 01, 2020
How Advisors Can Thrive in the Time of CoronavirusFor one thing, don't stop searching for new clients, execs from two fintech firms say.
March 31, 2020
8 Ways the Stimulus Package Helps Student Loan BorrowersThe biggest benefit is a suspension of federal student loan payments, but there's more.
March 31, 2020
8 Ways to Build Relationships While Social DistancingThis is a good time to think of others first and do some outreach.
March 31, 2020
The Best Ways to Help Female Investors: SEC's SchockWomen often face unique challenges, like lower pay than men; advisors can help them build plans that may level the playing field.
March 30, 2020
Sen. Burr's Stock Trade Argument May Not Hold Water With SECYou don't have to actually use the material nonpublic information to face insider trading charges.
March 30, 2020
Greg Valliere: Turning Point in Coronavirus Crisis Is NearTwo "big stars" emerging from the crisis might make better Democratic presidential candidates than Biden, Valliere tells ThinkAdvisor.