Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Bill Good: The Science of Client Retention
By Bill GoodThere are certain time periods in the client relationship when clients are more likely to switch advisors, research shows.
March 01, 2016
SEC Has ‘Open Investigations’ of Rule 506(c) OfferingsSecurities and Exchange Commission Chairwoman Mary Jo White says the agency is investigating whether some issuers of private placements properly vetted accredited investors.
March 01, 2016
How to Cure Advisors’ Crisis of ConfidenceMany advisors are in a dispirited state; heres a better way forward.
March 01, 2016
What We Say We Fear—And What We Really FearMany widespread fears cant stand up to impartial scrutiny. Overblown by the media, they take on larger-than-life significance in the national psyche.
March 01, 2016
How Advisors Can Stop Losing Clients’ Heirs as ClientsWith the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients inheritors is an increasingly valuable advisory skill.
March 01, 2016
Think Taxpayer Identity Theft Could Never Happen to You? Think AgainIdentity theft complaints rose 47% in 2015 largely on increased tax refund fraud, the FTC reported, but most taxpayers say they aren't worried.
February 29, 2016
Increase Client Engagement With SLCT ProtocolSLCT, pronounced select, stands for Scribing, Laddering, Checking and Triaging.
February 29, 2016
Wall St. Meets Hollywood: 9 Biggest Grossing Business MoviesFinancial wheeling and dealing, most recently in the Oscar winner The Big Short, makes for memorable movies and pretty good box office.