Frequent Contact, Plan Knowledge Can Help Advisers Earn Business
A YCharts survey studied how to attract and retain new clients, noting respondents’ preference for extensive communication.
Tag: client communications
Viewpoint
Can You Predict Client Stress?
How to gauge, and assuage, that ‘fight or flight’ response.
SEC Imposes $79M in Fines on Advisers for Recordkeeping Violations
Ten firms were fined for using unapproved off-channel devices for business related communications.
Financial Planning Standards Board Updates Global Standards
Updates focus on growing collaboration between planners and clients.
Savers Want Better Financial Management. How Can Advisers Reach Them?
New research shows an opening for advisers to offer wealth management solutions to savers. An expert in adviser communications says...
Annuity Customer Satisfaction on the Decline
Customers are less satisfied with the cost of annuities and have a lower likelihood of purchasing another financial product.
Lessons for Financial Advisers From a Voice Coach
Insights include how to disagree without being disagreeable—and how to be benevolent, professional and courteous while still getting the job...
Compliance News
Legislative and Judicial Actions
The DOL denies general support for private equity; the Supreme Court sends ‘Northwestern’ back to the appeals court; the PBGC...
growing your practice | sales champ
‘Like’ Me
How to procure, and use, client endorsements to advertise your practice.
Common Mistakes Advisers Make That Should be Avoided
Experts outline several ways advisers can ensure they keep the loyalty of their clients.
PANC 2020: Prospecting and Closing New Business in a Socially Distant Normal
Experts discuss best strategies for retaining and attracting new clients in a virtual world.
Advisers Warming Slowly to Tech-Based Communications
Well over half of advisers are not communicating with clients via video, and only 7% are utilizing video to connect with clients on a regular basis.
Practice Development
The Word About Newsletters
They are a great way to stay in touch with participants, particularly for advisers to large plans
Advisers Need to Create Exceptional Client Experiences: Cerulli
Investors compare the service they receive from wealth management firms to the type of service they get from consumer goods and technology behemoths.
Advisers’ Leading Role in Cybersecurity
It is important to ask what cybersecurity means to retirement plan service providers and fiduciary advisers—and what steps they can...
Advisers Prefer Face-to-Face Meetings with Clients
A mere 12% regularly use video options like Skype and FaceTime.