Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
In a Watershed Year for Fiduciary Standard, Reviewing the Arguments
By Knut A. RostadAt the start of Fiduciary September, a reminder on whats at stake for advisors and investors. Is it time for a feistier fiduciary standard?
August 29, 2013
How to Handle Clients Who Love Benchmarks Too MuchIt depends on whether they're investors or speculators, CMG Capital founder Steve Blumenthal says.
August 28, 2013
Top Advisor Blasts RIAs, Brokers in New BookIf youre reading this and you get pissed, youre probably guilty of being a bad advisor, Steve Lockshin says.
August 28, 2013
The Odd, Mixed Messages From FINRA on Risk Tolerance and SuitabilityFINRAs new, and unusual, definition of risk tolerance and the inconsistency between that definition and the views expressed on the SROs website are not helpful to advisors and investors.
August 28, 2013
5 Tips for Successful Client Appreciation EventsIf youre wondering why we make the commitment to host these events, its because the ROI of our client appreciation campaigns speaks for itself.
August 27, 2013
Helping the Middle Class Transform Their FinancesAfter going through his own personal bankruptcy, advisor Matt Sapaula now helps middle class clients get ahead in life.
August 27, 2013
15 Ways to Connect With Baby BoomersMany advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, heres how to proceed
August 27, 2013
15 Ways to Connect With Gen XersMany advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, heres how to proceed