Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Guilt, Control Issues Can Keep Clients From Using LTC Policies
By Joseph FinoraGetting clients with long-term care insurance to use it can be tricky. Here's how one advisor handles it.
November 22, 2019
11 Nifty Holiday Gifts for Clients Under $100 (Sorry, FINRA)Advisors can buy these gifts to make an impression on your clients without running afoul of FINRA's gifting limit.
November 21, 2019
Upper-Income Investors Say Charitable Giving Is a Top Priority: Wells FargoA Wells Fargo/Gallup poll finds the current political climate is a big motivator for giving.
November 21, 2019
How Storytelling Bolsters Financial Plans & Client RelationshipsPeople are 22 times more likely to remember facts if they are delivered within a story, a cognitive psychologist found.
November 21, 2019
Schwab to Buy TD Ameritrade for $26B: ReportThe move comes amid pressure on revenues caused by October's race to zero commissions.
November 20, 2019
4 Common Questions About Reverse MortgagesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 20, 2019
5 Ways Reverse Mortgages Pay You MoneyOne positive of reverse mortgages is that the payouts are not taxable because they are considered a loan.
November 19, 2019
12 Cheapest States for a Comfortable Retirement: 2019Want to retire in a state where your savings don't go far, or move to a cheaper state where you can still live comfortably?