Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Room to Grow: How Advisors’ Approach to Women Might Hurt Their Business
By Savita Iyer-AhrestaniSince word got out on the street that women are the demographic du jour, financial advisory firms, large and small, have been making a dedicated and concertedaggressive, eveneffort to cultivate a female clientele.
September 30, 2013
Women and TechNeesha Hathi, senior vice president of advisor technology solutions at Schwab Institutional, has a good view of how women use technology.
September 30, 2013
Insurance Issues Not So Simple for WomenYour female clients pay as much as 30% more for disability insurance than your male clients, and gender-specific pricing is nearly here for LTC coverage.
September 30, 2013
Suddenly Single in a Financial FogYouve heard me lament that womens financial sophistication doesnt seem to be improving.
September 30, 2013
Preparing Your Clients for the Digital AfterlifeEstate planners have started to see more clients digital assets outlive them, and theyre now tasked with helping families manage that digital legacy.
September 30, 2013
How to Keep Your Clients From LeavingStudy diligently and communicate clearly so your clients will know exactly what to expect from you.
September 27, 2013
Where Are All the Women? October Investment Advisor–-SlideshowFor our October issue, we took a special look at women and their place in the financial services industry.
September 26, 2013
Reform Is Not Enough to Restore Trust in Wall St., Experts SayFiduciary advocate Knut Rostad, conservative think tank AEI and Wall Street lobbying group SIFMA discuss how to regain investor trust.