Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
On Death and Dying, and Advisors
By James J. GreenWhen two physicians spoke at FPA Experience on what terminally ill people worry about, and how advisors can help them, advisors listened.
October 15, 2013
The Importance of Having an Established Firm PhilosophyWhen the overall vision and philosophy between parties don't align, friction often results.
October 15, 2013
What Is the Philosophy of Your Financial Planning Firm?How can clients find the planner that's right for them, and how can planners ensure they're a good match for their clients?
October 09, 2013
Loss-Leader Pricing Often a Losing BetA recent PriceMetrix study looks at loss-leader pricing in the advisory industry and suggests that advisors might not be making up for their losses.
October 09, 2013
Jeff and Kim Camarda Talk About Their Suit Against the CFP BoardA conversation with the plaintiffs provides a new perspective on the ongoing "fee-only" issue and raises new questions about the Boards handling of the case.
October 07, 2013
Matching Client Expectations With What You Offer: the PortfolioA study on variance in a portfolio suggests how to manage and meet client expectations when building portfolios for your clients.
October 07, 2013
15 Key Health Care Act Provisions That Begin in 2014The Patient Protection and Affordable Care Act was signed by President Obama on March 23, 2010, but 2014 is the year when most core pieces of PPACA will be activated, effecting many of your clients' health care planning.
October 06, 2013
How Onslaught of Retirees Threatens an Advisor’s PracticeIf you think only clients are worried about the distribution phase, think again, says top advisor Charlie Farrell.