Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Stop Using Weak Words
By Sandy SchusselSo, one way to sound more direct ... is to reduce use of words like "so."
September 08, 2021
9 Helpful Ways to Explain Market Volatility to ClientsIf the ups and downs of the market are driving your clients nuts, these observations and analogies should help them make sense of it all.
September 07, 2021
3 Ways Advisors Can Better Serve Female InvestorsFocus on a segment of the market and tailor your approach, Cerulli suggests.
September 07, 2021
How Investors in Different Jobs Choose Their Financial AdvisorsWorkers in different occupations prioritize different traits in advisors, Spectrem found.
September 02, 2021
The Ten Commandments of Post-Pandemic ProspectingAs you get back out there to find new clients, you'll likely find prospecting the same, yet different.
September 01, 2021
The Challenge That Self-Directed Investors Pose to AdvisorsA recent Broadridge survey of investors found that 52% use self-directed brokerage accounts.
September 01, 2021
9 Ways to Hit the Ground Running After Labor DayDon't miss out on the opportunities this "let's get back to work" milestone presents.
August 30, 2021
10 Worst States for COVID-19 ICU Bed UseIn some parts of the country, overall COVID-19 hospitalization rates are close to where they were in January.