Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The 13 Anchors of Collaborative Divorce
By Olivia Mellan, Sherry ChristieBefore undertaking collaborative divorce, spouses must agree to these 13 anchors of the process.
August 25, 2014
Investor Behavior by the BookAs you might imagine, people send me more books to review than I can possibly read. But "Investor Behavior" piqued my interest.
August 25, 2014
A Solution for Gray DivorcesThe escalating divorce rate for people who are 50 and older is taking a toll on today's and tomorrow's retirees.
August 25, 2014
FELA Combines Financial Literacy, Behavioral Finance for Better OutcomesMost financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
August 22, 2014
DC Update on SEC User Fees, an SRO and Third-Party ExamsIt will be difficult to enact any legislation in this Congress, but I predict that the RIA user fee bill will gain co-sponsors, including Republicans.
August 21, 2014
5 Keys to Influencing ProspectsBestselling author and sales coach Bob Burg talks to ThinkAdvisor about how to turn prospective clients from adversaries to allies.
August 21, 2014
Parenthood Reveals Divide Among MillennialsMillennial parents have more "conservative" social beliefs and different shopping habits than non-parents, a study finds.
August 20, 2014
Ultra-Wealthy Clients Choosing Boutiques Over Big Firms: StudyMilton Pedraza, CEO of Luxury Institute, says successful wealth managers are relationship builders first, money managers second.