Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Fiduciaries to Pay $39M for Raiding Death Benefit Plans; Outcry Over DOL Rule Continues
By Melanie WaddellA federal court entered a $39.8 million judgment in favor of workers who participated in more than 400 death benefit plans.
February 13, 2015
Women Need to Talk More About Money: FidelityLess than half of women said they were confident talking about money and investments with a professional, a Fidelity survey found.
February 13, 2015
How to Sell Your ‘Invisible’ Services to Prospective ClientsA 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
February 12, 2015
If You Can’t Beat Robo-Advisors, Become OneAutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.
February 12, 2015
How to Get Men to Give to the PoorMen showed less empathy and generosity than women in a Stanford study about giving to the poor, but one type of appeal closed the gap.
February 12, 2015
Bank of America Mixed Serious Banking and Fun SwapsThere is a widespread belief that banks shouldn't be using insured deposits to fund the creepy activities of their bond-trader and investment-banker colleagues.
February 11, 2015
Wall Street Finally Blinks in Fiduciary StandoffThe securities industry has done a masterful job of deflecting initiatives to force firms to act in clients' best interest. Is it different this time?
February 11, 2015
Is Mobile Technology a Threat to Advisors? It Shouldn’t BeHere are some ways advisors can use mobile technology to up their game and strengthen relationships with clients.