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Search Keyword client communication

Total: 13 results found.

1. How To Lose A Client
(Matching tags: client communication,client service,women investors,client satisfaction,marketing,client communications)
I just got a new client. She recently lost her husband Bob and had been trying to piece her life back together. One of the items on her list was to familiarize herself with their investments and do some ...
Tuesday, October 24, 2017
2. Goal Or Financial Decision?
(Matching tags: client education,financial planning,client communication)
I've been asked some puzzling questions during my career. Most of these fall into a category that I call "goal or financial decision." Once, when I volunteered for a financial planning hotline, ...
Tuesday, September 02, 2014
3. Free Newsletter Content: Tax Loss Harvesting
(Matching tags: client communication,Tax-efficient investing,tax efficient investing,client education)
Do you want to inform your clients about how you are saving them money? I usually add content to the quarterly newsletter we send out. Here is a recent article about tax loss harvesting. Please feel free ...
Monday, August 18, 2014
4. Free Newsletter Content: Tax Loss Harvesting
(Matching tags: client education,client communication,tax efficient investing,Tax-efficient investing)
Do you want to inform your clients about how you are saving them money? I usually add content to the quarterly newsletter we send out. Here is a recent article about tax loss harvesting. Please feel free ...
Monday, August 18, 2014
5. Obstacles To Location Optimization
(Matching tags: client communication,Tax Management,behavioral finance,investment management,investment strategies,Tax-efficient investing,client education)
Location optimization can be a great tool in portfolio management. Location optimization, in basic terms, is locating specific types of investments in specific types of accounts to minimize taxes. The ...
Monday, August 11, 2014
6. Keeping Clients In Up Markets
(Matching tags: client communication,client retention,hehavioral finance,client education,client loyalty,client satisfaction,diversification,client communications)
I'm frustrated. I lost three long- term clients this year. I'm not used to losing clients. They all had the same reason for leaving: they thought their 2013 returns should have been higher.  I ...
Monday, May 26, 2014
7. Segmenting Clients
(Matching tags: client communication,client communications,client service,communication,differentiation,marketing,niche,target marketing)
Do you segment your clients? On one hand, I believe that all clients deserve our very best. After all, we are entrusted with their life savings. Yet, on the other hand, how can we help but notice differences ...
Sunday, May 11, 2014
8. Beware Elder Fraud!
(Matching tags: client education,client communication,fraud)
It might seem trite to bring up "elder fraud" again. Trite as it might seem, it is real and happening NOW! A good friend called me last week, upset after finding out about her parents' experience. ...
Sunday, March 02, 2014
9. Medicare Surtax On Investment Income - Beware!
(Matching tags: client education,client communication,high net worth,medicare surtax,new tax rules,Tax Changes,tax law,tax planning,Tax-efficient investing,Taxes)
As of 2013, your clients might be impacted by the by the 3.8% Medicare Surtax. And, if they are, they might ask you, their advisor, for an explanation! It's important to know how the calculation works ...
Tuesday, January 07, 2014
10. The Web Has Made It Much More Difficult To Discern Copycat Content From The Real Thing
(Matching tags: client communication,content marketing,SEO,marketing)
Do a search on Google on any given day for “financial advisors” and read the “news” results that are returned.  It’s a simple way of seeing content being produced ...
Wednesday, December 04, 2013
11. An Open Letter To Clients
(Matching tags: client communication,client communications,client education,communication,hehavioral finance)
With continued economic and political uncertainty, how do we convince our clients to stay the course? Ongoing communication is critical. Here is an excerpt of what I sent to my clients with their third ...
Friday, October 25, 2013
12. Why Cards Are The Future Of The Web
(Matching tags: client communication)
... the case being made by a very thoughtful Web design/client communications firm in its blog. I'm not sure I agree that cards will revolutionize Web design, but I do think the "card" concept makes ...
Monday, September 09, 2013
13. Will We Lose Our Clients?
(Matching tags: client education,client communication,communication,market timing)
Aside from a few bumps here and there, we’ve enjoyed good market performance for a while. Our clients are happy with us. But, what happens when the market experiences its inevitable downturn?  ...
Tuesday, September 03, 2013