Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Top 12 Countries With Most Millionaires: 2014
By Dan BermanWonder where the wealthy live? Capgemini and RBC Wealth Management list the nations with the most high-net-worth individuals.
July 09, 2014
Still Trying to Understand NAPFA’s New Membership RulesI spoke to the fee-only organizations CEO, Geoffrey Brown, but I remain confused. How about you?
July 08, 2014
Fund Firms Lag in Social Security Support to AdvisorsOnly BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.
July 08, 2014
How to Succeed as an Introverted Financial PlannerExtroverts may be held up as the idealespecially in financial planning, where it's all about relationshipsbut introverts have much to offer, especially to clients.
July 08, 2014
Merrill: Using Clients’ Emotions to Build Better PortfoliosMerrill's Michael Liersch is using behavioral finance to zero in on clients unique investment personalities to reach better outcomes.
July 03, 2014
Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get ThemNearly half of high-net-worth clients said they'd refer only if their wealth manager asked, the Futurewealth study found.
July 02, 2014
Getting Clients to Share Their SecretsClients are notorious for withholding information and assets from their financial advisors. FinaMetrica gets them to let their guard down.
June 30, 2014
Think He's Depressed? Ask His WifeA male client's wife or partner may sometimes confide her concern to you that he is depressed, noted Terry Real, a family and couples therapist in Arlington, Mass., who focuses on men's issues.