Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
When Clients Push Back on Pricing: 5 Strategies for Advisors
By Bryce SandersYou bring value to your clients in many ways that don't ring the cash register, but sometimes they just want to talk fees.
September 13, 2018
5 Foreign Cities to Retire on $37K a Year or LessInternational Living explores five cities in Europe, Latin America and Southeast Asia where retired couples can live affordably.
September 12, 2018
Recession Wounds Still Raw 10 Years Later: BettermentTen years after the crash and subsequent recession, many people are still struggling to get their finances back in shape.
September 10, 2018
Betterment Offers Stage-of-Life Advice PackagesA menu of financial packages offer quick and relatively inexpensive plans and advice from CFPs.
September 06, 2018
Wealthy Investors Have a Big Cybersecurity ProblemAon's Cyber Solutions offers simple recommendations to prevent cybertheft for high-net-worth investors and the advisors who manage them.
September 05, 2018
Few Are Financially Prepared for Widowhood: StudyA Merrill Lynch/Age Wave study finds that 76% of married retirees would not be financially prepared for retirement if their spouse died.
September 04, 2018
Clients Are More Recession-Proof Today Than in 2008: Advisor SurveyA Nationwide survey explores how investors have changed and how advisors have shifted to meet their needs.
September 04, 2018
Merrill Can't Restore the Bad Old Days of ConflictsInvestors can use robo-advisors and discount brokerages to minimize conflicted investment advice from traditional retail brokers.