Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Has the CFP Board Overplayed Its Hand With the Camardas?
By Bob ClarkEven if the Board wins its suit, what will be the long-term cost in the hearts and minds of other CFPs?
September 02, 2014
The Secret to Turning Prospects Into Clients? ListenAs an RIA I'm in the business of rendering advice and solving problems, so with prospects I ask questions and listen closely to the answers.
September 02, 2014
Fiduciary Advisors Are in Peril: How to Fight BackTo combat the Wall Street-Washington lobbying campaign, fiduciary advisors must state in the clearest possible terms what fiduciary advice means for investors.
August 29, 2014
In Retirement Savings, Young Women Catching Up to Men: MassMutualWomen, especially millennials, are responding more favorably to retirement education campaigns than men are, according to MassMutual Retirement Services.
August 28, 2014
Clients Want Ethical Advisors. Are You One?Steven Blum, author of "Negotiating Your Investments," says advisors duty to clients goes beyond a fiduciary standard.
August 27, 2014
Americans Would Rather Talk About Sex or Death Than RetirementA study from Northwestern Mutual found that more than two in five Americans have not spoken to anyone about their retirement.
August 27, 2014
Can CFPs Really Be Fiduciaries?To my mind, the onus for establishing standards for how CFPs should live up to a fiduciary standard fall squarely on the CFP Board.
August 27, 2014
4 Secrets to a Value Proposition That Lands ClientsMost investors say advisors all sound alike, Pershing found. Here's how to make your value proposition your first impression a memorable one.