Client strategies

When clients begin to decline, advisors should be cautious about family members who might exploit them.

Clients know that profits don’t always point up all the time. Don’t try and fool them.

Analyze existing information to avoid sending a “please tell your friends about me” email.

An idea from an unexpected source –Rolls Royce–could make it easy for clients to help you.

Telling clients what it means to be a fiduciary is vital, but it shouldn’t come across canned and wordy.

Bring in suitable clients in the first place, so they can reel in similar prospects.

Don’t be afraid to ask some personal questions. Showing interest in clients’ lives can be a great way to net new business

Advisors can provide valuable services when clients go through the process—and still get paid.

It’s not just about making money. Advisors do a big service when they help their clients use their money to improve their lives.

Advisors who narrow their focus may find it pays off in terms of new clients.

FINRA won’t release details of an interview with a client who filed a complaint against an advisor who claimed the concerns were vague, according to attorney Alan Foxman.

A few clients in the right profession can lead to a whole book of clients who do the same thing.

When advisors plan unique events to gather clients and their friends, referrals follow.

An imaginary look at how one very prosperous firm might approach a new set of standards.

The Obama administration wants to ensure its plans can withstand congressional opposition before the president leaves office, experts say.

One planner sends an email saying: “Stocks periodically go on sale because people panic.”

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

Advisors must find smart ways to establish relationships with centers of influence.

The reverse mortgage industry is optimistic after recent reforms to the Home Equity Conversion Mortgage by the FHA and newfound respect from financial planners.

A study of liquid alt funds finds that most of them do not significantly reduce portfolios’ volatility.