Client strategies

The first 100 days are critical to keeping a new client for life … or watching them jump to a competitor.

Try this low-key approach with clients for maximum success.

Try this low-key approach with clients for maximum success.

How advisers can prepare for renewed interest in alternatives.

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

Flawed questionnaires, conflicting interests, unclear regulatory stances — it’s a mess, but it can only get better.

Advisers sound off on the most difficult challenges their clients have handed them.

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

These certificants are multiplying — and so is their revenue.

Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.

Clients want and need someone to be honest about their own experiences. If you can show some vulnerability and offer personal insights, their engagement will increase.

Clients who make their living from agriculture have some unique planning challenges – Mother Nature, for one.

Advisers shouldn’t assume that all their favorite clients will follow them out the door.

From secret children to sudden engagements, these are client disclosures that shocked planners.

Given retirees’ unease about the future, spending down principal can prove a curious challenge.