Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Zero-Cost Ways To Recession-Proof Your Practice
By Staff WriterThe desire to keep your business rolling through these recessionary times has never been stronger, as the volume of business you're able to generate continues to fall while cost of operations keeps ri
November 11, 2008
FPA Names New LeadershipIn addition, six new members were elected to its board of directors - Michael Branham, CFP; Diana DeCharles, CFP; Paula Hogan, CFP, CFA; David "Dusty" Huxford, Jr.; Martin Kurtz, CFP;AIFA; and Michael
November 07, 2008
OBAMA, THE MARKET & THE ISSUES (Nov. 5, 2008)[W]e believe the election decision itself will likely act as a tonic for asset values. Investors during these difficult economic and financial times welcome the energy and leadership that the new pres
November 07, 2008
OBAMA & TAXES: 2008 VS. 2009 (Nov. 5, 2008)The busiest season for taxes is usually in the spring but it could pick up in the next two months as small business owners and high net worth individuals try to protect their assets from anticipated c
November 07, 2008
OBAMA & MARKETING YOUR PRACTICE (Nov. 5, 2008)Al Reis of Advertising Age says, "Obama owns the 'change' idea in voters' minds." And while Hillary Clinton and John McCain argued that they could do "change" better than Obama, being better never wor
November 01, 2008
Reflections on Finance's 'Revolution'By now, the snowballing financial crisis has gotten everyone's attention. With the damage approaching $1.4 trillion and counting, it is still too early to weigh...
November 01, 2008
Claymore Launches Global Shipping FundClaymore Securities, known for its narrowly focused exchange-traded funds, has just launched the Claymore/Delta Global Shipping Index ETF (SEA). The ETF tracks companies from the...
November 01, 2008
The Green ThingGreen has always been the favorite color of financial advisors. Back in the early 1800s, when I was studying for my Series 7 exam, visions...