Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Faith-Based Advisor Group Requires a Real Commitment
By Savita Iyer-AhrestaniGaining a Qualified Kingdom Advisor designation isnt for advisors who just want to put a fish on their business card, says Rob West.
December 22, 2014
And After Mobile?First coined by Kevin Ashton at MIT in 1999, the Internet of Things (or the IoT) is defined by Cisco Systems as the network of physical objects accessed through the Internet."
December 22, 2014
Communicating (or Not) During Tough TransitionsOne of the things that Sudden Money techniques help us do is structure meaningful conversations, said Peggy Frye, who completed Certified Financial Transitionist training in 2013.
December 22, 2014
5 Disruptors That Will Transform Advisors’ BusinessesIn order to succeed, advisors must harness major trends already in processthose who dont will fail.
December 22, 2014
The Actuaries: Longer Client Life Spans Require Big Shift by AdvisorsHow seriously are you factoring clients extended life spans into their retirement planning?
December 22, 2014
Millennials Aren't Meeting Their Match (in 401(k)s)Millennials are increasingly enrolling in their company 401(k), but many aren't showing up on payday for the free money.
December 22, 2014
Robo-Cars for Retirees?The United States changed socially, economically and even racially after World War II.
December 22, 2014
Gender and ChangeIn a survey with More magazine, Susan Bradley asked 222 women whether men and women manage transitions differently. A surprising 95% said yes. The differences fell into three categories.