Displaying 65 results
Client satisfaction topping the charts: Cerulli
Clients not only like the advice they're getting, but they also don't mind the fees they're paying
A once-perfect radio marriage ends in divorce
Weekend radio lineups have turned into rows of carnival barkers, and some shows are dispensing predatory advice
Advisers must focus on health and empathy in the new normal
Clients are looking for advice on total health and well-being in a post COVID-19 world
Communicating what’s really important
Far too often, advisers think that communicating means they need to do the talking; instead, they need to do the listening
Keeping clients on their path
Make sure clients keep their eye on the long view, and not let emotions pull them off course
Staying social at a distance: The next normal
Embracing virtual technology can be freeing, rather than being limiting
The Great Reset: How COVID-19 has changed us and our role as advisers
It's safe to assume that amid this crisis, your clients are rethinking their priorities
3 Questions: David Mehlhorn on the value of good news
The Redtail Technology sales director describes the importance of sharing positive adviser news
How the COVID-19 sell-off compares with previous market slides
While a global pandemic is scary, advisers say it may be easier for clients to understand than the financial complexities that drove the 2008 crisis
Steering your firm through the crisis
In challenging times, communicate liberally with the people who are responsible for the success of your firm
2020 adviser outlook: Focus on managing client expectations
Don't be worried about an imminent recession, says Joan Valenti of Valenti Wealth Management
The secret to new business? Better communication with current clients
Advisers focusing more time and energy on existing clients can help generate referrals, according to YCharts data
The SEC brings its adviser advertising rules into the internet age
The changes should allow advisory firms to make better use of social media.
Improving client satisfaction with successful communication
When investors were asked what their adviser could do better, the No. 1 answer was that they wanted to hear from their adviser more often
Personal client communication shows your value
View communication through behavioral finance to study how humans actually make decisions.
Advisers turning to text messages to communicate with clients
With email inboxes getting more and more jammed, firms give text messaging a fresh look
The secret to building strong client-adviser relationships
The following is an excerpt from “Working with the Emotional Investor: Financial Psychology for…
Encrypting emails, files for clients is crucial, but not always followed
Encryption is one of the best bets for securing clients' sensitive information
Lessons from a week of highs and severe lows with clients
Now that the dust has settled, it's time to learn from the Brexit fallout on what to say and do next time markets tank and clients lose their cool.
How to respond to the unexpected call from a recently widowed client
Follow these six steps to make sure you adequately address the needs of grieving clients
