Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
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By James J. GreenSome of you may recall that I wrote several months ago about my personal house hunting and how technology has changed the way that homes are marketed and sold.
May 30, 2015
Five to Watch: The New School—The 2015 IA 35 for 35By design, the 2015 edition of the IA 25this year, the IA 35 for 35is meant to take the long view, specifically looking at the people who have influenced the industry in its first 35 years.
May 29, 2015
Financial Decision Making Comes From Deep Inside the BrainWhy are some people better investors than others? Why are some investors bigger risk takers than others?
May 29, 2015
FINRA Floats ‘Watered Down’ BrokerCheck, Broker Bonus RulesThe new broker bonus plan runs counter to the current industry debate over a common fiduciary standard, which brokerage firms largely favor, lawyer Patrick Burns says.
May 28, 2015
529 Plans: The College Savings Tool Most Families Don’t Know AboutAbout two-thirds of families don't know what a 529 plan is, according to a recent survey. Here's what your clients should know.
May 27, 2015
What Firms Claim About Their Brokers’ Fiduciary Duty (and Lack Thereof)Broker-dealers publicly market themselves as putting their clients first. But when it comes to arbitration cases, they sing a different tune.
May 22, 2015
Bernie Madoff: Making Your Job Harder—The 2015 IA 35 for 35Five years after Madoff was sentenced to 150 years in prison for conducting the biggest Ponzi scheme in history, investor confidence still hasnt fully recovered.
May 21, 2015
Sallie Krawcheck: Ellevating Leadership—The 2015 IA 35 for 35Ellevate Networks leader stresses the importance of women to management and to the industry.