Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Uncertain Summer Childcare Means Employers Should Check COVID-19 Leave Law
By William H. Byrnes | Robert BloinkBusinesses may face complications when employees request paid leave to care for children who might be home for summer.
June 17, 2020
Advisors Beware: Schemers Are Out to Get YouThe House Financial Services Committee and NASAA found the pandemic has brought out more fraudsters.
June 17, 2020
5 Questions From LGBTQ Investors in the Era of Marriage EqualityThese couples may not be fully aware of strategies to maximize their estate, financial and tax planning.
June 17, 2020
Prospecting: Everyone's Looking for the Silver BulletIs there a foolproof way to add clients and increase your assets?
June 17, 2020
What to Do When Unemployed Workers Refuse to Come BackSmall-business clients should proceed with caution when contesting: Not all employee situations are created equal.
June 15, 2020
How I Made LinkedIn Worth the EffortDone right, LinkedIn outreach can get you a high response rate at virtually no cost.
June 12, 2020
Barred Broker Took Money From Veteran: SECStarting in 2015, Frederick Stow sold securities and moved funds from the account 74 times, the SEC says.
June 12, 2020
Kitces: How Your Web Presence Helps Convert Referrals to ClientsClients referred to an RIA are going to look that advisor up online, so they better like what they find, he says.