Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Respond to 12 Common Client Objections
By Bryce SandersThese aren't obstacles needing to be flattened. They are concerns needing to be addressed.
October 15, 2020
More Investors Turn to Financial Advisors During PandemicA new Oval Office occupant in January would not affect investment advice to clients, a survey found.
October 13, 2020
Americans' Personal Savings Up 10% From 2019: Northwestern MutualSavers worry about what could come next during the pandemic.
October 13, 2020
Invesco, Nasdaq Expand QQQ Fund LineThe offerings include a "next-gen" ETF and a Nasdaq 100 mutual fund.
October 13, 2020
XY Planning Unveils New Advisor PortalThe group also announced a partnership with the Association of African American Financial Advisors to help attract Black financial planners.
October 12, 2020
High-Earning Prospects Are Easier to Find Than You ThinkAwed by affluent prospects? Remember, they're your peers.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 08, 2020
Should Advisors Fear BofA's New Digital Planning Tool?Life Plan is a "mixed blessing" for Merrill's Thundering Herd, says executive recruiter Mark Elzweig.