Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Vast Ignorance About 529 College Plans: Edward Jones
By Janet LevauxCollege costs are going up, but the awareness level of savings tools is not keeping pace, a national survey finds.
May 12, 2014
Ric Edelman: What’s Wrong With IRAs, 401(k)s, and the Industry That Sells ThemThe outspoken Edelman talks to ThinkAdvisor about how Wall Street preys on investors, the unconventional structure of his practice and why he opposes mutual funds.
May 11, 2014
A Fresh Look at Portfolio Construction: Getting StartedAdvisors who fail to have a well-defined and repeatable method of determining where client capital should be invested do so at their own peril.
May 08, 2014
Under the Hood: Reverse Mortgages—What You Need to KnowFred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.
May 07, 2014
Texting and Secure Portals: How Savvy Family Offices Talk to ClientsTo efficiently and securely communicate with clients at all asset levels, especially during crises, take advantage of technology, like the best family offices do.
May 07, 2014
Mortgage Debt Threatening Retirees’ Security: CFPBThe percentage of homeowners 65 and older with mortgage debt increased from 22% to 30% from 2001 to 2011, CFPB report says.
May 07, 2014
Helping Advisors Deal With the Uncomfortable but InevitableAmy Florian of Corgenius shows advisors how to help clients and their families in the most difficult of circumstances with humor and direct talk.
May 07, 2014
Charging AUM Fees Does Not Conflict With Financial PlanningIn what may really be my last word on the flat-fee-vs.-AUM debate, I share some cogent thoughts from readers and my cogent (I hope) responses.