Client Servicing

Displaying 1650 results

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Preparing clients for the next bear market

The greatest value we add as financial advisers is keeping clients from making mistakes from which they cannot recover.

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Employment uncertainty tests financial plans

Investment advice may take back seat to financial wellness as advisers' clients worry about the state of the economy and the prospect of losing their job

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More money, more problems: What to do if your client wins Powerball

Four years ago, a financial adviser got a call from a prospect who did not want to disclose any information over the phone. At the in-person meeting, the woman and her husband told the adviser that she had won a $1.2 million jackpot.

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Automation can elevate the client experience

For advisers who want to serve more clients without sacrificing their client experience, automation is critical

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Breaking away from a brokerage during a pandemic is hard … but rewarding

Those RIAs that made the move this year say that the effort has been worth it

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Keeping clients’ retirement plans on track amid uncertainty

Your guidance can help clients focus on the fundamentals when making financial decisions, regardless of the markets, the economy or partisan politics

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Keeping clients on track in an era of uncertainty

Majority of investors surveyed say the events of the last six months have made them less likely to take risks

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3 tips for customizing client communication

Being armed with the data that allow you to target your customization efforts is essential

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Poll question: What financial buzzword do you hate most?

People often have trouble understanding basic financial terms, and the language used in the industry isn't helping

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Should 401(k)s require a test for savers to invest outside of target dates?

Terms like 'mutual fund' and 'passive investing' are misunderstood, and those who can't define them are less likely to invest and save for retirement, according to a new report