Client strategies

Franklin Templeton Investments announced a new tool for advisors to create hypothetical portfolio presentations for their clients.

Advisor Impact, a client feedback consulting firm, and Focus Partners, an advisor coaching firm, announced today they are joining forces to offer Advisor Impact clients coaching in addition to its Client Audit Program.

The Women Advisors Forum, an online social network for female financial advisors, ushered in its 1000th member when Jennifer Riek joined the community Monday.

If your goal is to win new clients and influence bank trust officers, then you have to learn how to talk the talk-first lesson, be sincere.

Your clients may not fully understand their motivations—but as an advisor, you need to delve further into their psyches.

Advisors have to walk a tightrope when retired clients show signs of dementia. How do you follow your clients' wishes and also do what's best for them when those two things begin to diverge?

Inefficiencies in account opening irk advisors and potential clients alike.

The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.

For some planners, there is nothing more difficult to answer than, 'Do you have long-term care insurance?'

Strict new reporting rules on global assets and earnings is prompting blowback from financial institutions.

Consumerism has, for the most part, taught us that satisfaction is the standard. But Ron Carson writes that, in the financial advisory business, satisfaction is unacceptable. Satisfied clients are not loyal clients and loyal clients are the only good clients.

The liquidation of boomers' assets will be the biggest opportunity for advisors over the course of the next 20 years, according to Tiburon's Chip Roame. Advisors just need to get past the bad attitudes.

What is your client experience like? The "Referral Doctor," Steve Wershing, asks, have you designed it to be like a fast food chain, or a high-end dining establishment?

Advisors report that annuities are requested by clients more than any other unsolicited product, according to a new study from Cerulli Associates.

Advisors report that clients request annuities more than any other unsolicited product, according to new research from Cerulli Associates.

Some 25 million people a year are thinking about social security, opening a door to a massive market for advisors, Bill Meyer, founder and CEO of Social Security Solutions, said at the Retirement Income Industry Association conference.

The result of the upcoming Presidential election will have little impact on investors, according to Andrew Mehalko, President of AM Wealth Management.

About 15% of affluent investors are considering a move within the next month. The most likely landing spot is Vanguard, followed by Fidelity and USAA, according to a new monthly survey by Phoenix Marketing International.

Conventional wisdom says there are three generations of workers, at least - here's a guide on the differences and how to approach them.

The Pittsburgh company is among several banks aiming to boost visibility on college campuses in hopes of attracting young consumers who many not have a dime to their names now but could be high earners down the road.