Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
5 Steps to Improve Your Client Communications
By Mike PattonTo strengthen your client relationships, tailor your communication methodsand personalityto fit specific clients. Heres how to get started.
November 20, 2013
Is Investor Confusion Really Harmless?An SEC panel raises the issue of harm caused by investor confusion over the difference between a fiduciary and a suitability standard.
November 14, 2013
Behavioral Selling for Sales-Shy AdvisorsBusiness development consultant Beverly Flaxington says an improved mindset and techniques can fundamentally boost revenue.
November 13, 2013
5 Reasons Clients Make Bad Investing DecisionsBehavioral finance plays a big role in any successful client relationship. Beware of these five forces that lead clients astray.
November 13, 2013
5 Prospecting Methods That Really WorkWhile theres no silver bullet to make prospecting a breeze, these are the methods your peers say really work.
November 13, 2013
Throw the Bums (Adult Children) Out!A crop of new studies suggest the millennial generation needs a good talking to with advisors bolstering their parents.
November 13, 2013
Kitces: Advisors’ Fear of Social Media ‘Ridiculously Overblown’A lot of what we [advisors] talk about on social media is far from what the SEC is scrutinizing," Michael Kitces said at Schwab Impact.
November 13, 2013
Want to Effect Change in Washington? Write Your CongressmanFormer Sen. Olympia Snowe presented a practical, and effective, way to fix government dysfunction in Washington. Let your representatives know how you feel.