Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Medicare Primer for Advisors
By Mike PattonTo be able to guide your clients, here are the basic details on whos eligible and what the premiums are.
March 28, 2014
No, Asset-Based Fees Don’t Make Any Sense"Better than commissions" isn't an adequate defense of the AUM model. There are many advisors who prove that a retainer or hourly fee model works.
March 27, 2014
Top 4 Reasons Clients Leave AdvisorsVanguard-Spectrem study on what the affluent expect from their advisors finds four missteps that would prompt clients to switch advisors.
March 27, 2014
8 Key Tips to Keep HNW Clients Happy"Working with affluent people and the complex situations they bring is where it gets really fun, says Andrea Blackwelder of Wisdom Wealth Strategies.
March 26, 2014
Millennials Aren’t Risk Takers or SaversResearch released in March by the FINRA Foundation found risk-taking falls with age, contrary to recent surveys that have found millennials to be as conservative as their grandparents.
March 20, 2014
The Sad Case of Mark SpanglerThe ex-NAPFA chairman, sentenced to 16 years in prison, is not the Spangler I know, but there's a lesson to be learned from his actions.
March 20, 2014
UBS: Clients Need More Than Investment AdviceClients, particularly millennials, want objective advice on a wide range of issues from someone they trust, says Jason Chandler of UBS Wealth Management.
March 19, 2014
How Merrill Navigates the Bizarro World of RetirementOne boomer will retire every six seconds over the next 20 years. At the RIIA conference, David Laster laid out Merrill's approach to helping them.