Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Your Client Wants to Buy GameStop. What Do You Say?
By Bryce SandersAdvisors need to be a sobering, stabilizing influence when market mania gets out of hand.
January 26, 2021
Second-Draw PPP Loans: What Advisors Should KnowSmall businesses that took out a PPP loan may qualify for a second one, but they should be mindful of key differences.
January 26, 2021
Fidelity Launches ESG Tech Solution for Advisors"If you make it easy, it will grow," Rick Smyers of Fidelity Labs says of ESG investing by advisors.
January 22, 2021
Robinhood Sued Over Issues Tied to 'Dark Pool' of PaymentsThe trading platform is accused of "material omissions, misrepresentations, and concealment" of payments for order flow deals.
January 21, 2021
5 Ways to Bring DIY Investors Into Your FoldThese are smart, curious prospects who want to be heard and who will listen to you.
January 20, 2021
10 Reasons Your Clients Need New Friends (and You Need New Clients)Financial advisors with older clients should emphasize the need to expand their circles. They should also take their own advice.
January 15, 2021
Krawcheck: Pandemic Could Set Women Back DecadesThe coronavirus-fueled recession "will have ripple effects for years" on women's economic progress, the Ellevest CEO tells ThinkAdvisor.
January 15, 2021
Why Digital Disruption Matters for Your PracticeNow's the time to focus on giving your clients the ability to make a request and have it fulfilled as fast as Uber can deliver a ride.