Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Problem With Client ‘Satisfaction’ and ‘Engagement’
By Angie HerbersWhen assessing how satisfied or engaged another person (or client) is in a relationship, that persons actions, not words, say it all.
February 27, 2017
For Self-Employed Workers, Retirement Is FlexibleSelf-employed Americans value flexibility in their work and are looking for that same quality in their retirement, according to a study.
February 27, 2017
Thinking Millennial: How to Woo the Largest GenerationFeel the ground trembling underfoot? It's the largest generation in American history thundering into the economy.
February 27, 2017
Millennials: Who Are They and What Do They Want?After graduating from college at a rate surpassing all previous generations, millennials tend to consider themselves smart consumers, adept at Googling whatever they want to know.
February 27, 2017
Most Middle-Income Boomers Feel Unprepared for Retirement: SurveyJust 31% of middle-income boomers feel prepared for retirement now compared to 41% before the financial crisis, according to a Bankers Life survey.
February 27, 2017
Vanguard Cuts ETF Fees as Race-to-Zero With BlackRock Heats UpFees lowered on emerging market and European stock ETFs; move follows expense reductions by BlackRock, State Street.
February 24, 2017
Merrill Trims Fees for Some Clients With Less Than $1MThe cuts could bring charges down to roughly 2.2% of assets, saving clients some $5,000 a year.
February 23, 2017
Clara Shih: How to ‘Work Smarter’ on Social MediaYou cant just post and post on social media, Clara Shih says; going a little deeper can help ensure that robo-advisors dont take over.