Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Beyond Termination Fees: How Advisors Charge Clients to Fire Them
By Gil WeinreichWhile advisors occasionally charge termination fees, FireMyAdvisor co-founder Dave Dickinson says thats not the only method advisors use to hold on to unhappy clients.
July 22, 2014
Affluent Investors Put Their Hobbies Into Their PortfoliosMany Americans have a hobby. If they are well off, they are likely to combine this activity with investing.
July 22, 2014
Kotlikoff: Investors at Risk of Wipeout, SIPC a FraudEconomist Laurence Kotlikoff says all Americans should close their brokerage accounts immediately because of what he calls a massive insurance scam by the SIPC.
July 21, 2014
Cash Rules Everything Around Millennials: StudyWhen it comes to risk, millennials arent having any at least for retirement savings.
July 21, 2014
Discovering Daniel Kahneman's Insights on Human BehaviorIf you've ever wondered why people hold certain erroneous conclusions, this book will shine light on the subject.
July 18, 2014
The Personality Trait That Predicts Financial HealthA new study shows little correlation between financial knowledge and financial health, finding instead that a deeply rooted personality trait is at play.
July 17, 2014
This Guy Made Advisors Lose $20 Million AccountsMany RIA firms dread SEC audits, particularly unscheduled ones, but theres a new auditor in town who may be looking over your shoulder.
July 16, 2014
Legacy Clients: What’s Missing in the Fee/Commission DebateA discussion on converting clients from commissions to fees raises some interesting points.