Client communications

Writing articles for media outlets is one way to stand out in a competitive marketplace.

Non-U.S. purchases of municipal bonds are up 32% from 2014. But not everyone is impressed.

Some of the industry’s top advisers use satisfaction surveys to keep and grow their bases.

A professional website is a necessity, as is a presence on LinkedIn.

These two platforms can help give your practice a boost.

These two platforms can help give your practice a boost.

Consider customer referrals, a strong media presence and philanthropy.

Consider customer referrals, a strong media presence and philanthropy.

Full-service planning allows for a bigger impact, but a niche approach may mean more objectivity.

Asking outright can be tricky and uncomfortable; use these market strategies instead.

Asking outright can be tricky and uncomfortable; use these market strategies instead.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

Forget mass mailings; instead, try the personal touch.

Forget mass mailings; instead, try the personal touch.

Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.

Use a creative approach and make sure the gathering is “authentic.”

Use a creative approach and make sure the gathering is “authentic.”