Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Deena Katz: Process Over Product — The 2015 IA 35 for 35
By Danielle Andrus"In the early days, we charged for transactions and gave away advice," recalls Katz. "Today, we do just the opposite."
May 08, 2015
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35When Harold Evensky started in the financial planning business he was doing yellow pad planning, literally using a yellow pad of paper and a pen to map out clients financial plans, he told Investment Advisor in April.
May 08, 2015
Duke’s Coach K: Lessons on How Advisors Can Build the Best TeamsTeams work better if their members have a sense of ownership, said Coach Mike Krzyewski.
May 08, 2015
Envestnet Offers Digital Tool to Battle Robo-AdvisorsThe Advisor Now portal is designed to help advisors deliver comprehensive wealth management services where and when clients want them, said Envestnet CEO Jud Bergman.
May 06, 2015
Bergman to Advisors: Envestnet Will Help You ‘Cross the Digital Divide’At Advisor Summit, Envestnet CEO uses the metaphor of transcontinental railroad builder to encourage advisors to surmount the robo-advisor challenge.
May 06, 2015
Toward a Workable Fiduciary Standard for Brokers: The 7 QuestionsTo tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
May 05, 2015
‘Living Inheritance’ Could Hurt RetirementA report by HSBC identified a living inheritance trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
May 04, 2015
The 2015 IA 35 for 35 CalendarThroughout May, well publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.