Communication Can Win Back Wary Customers

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Connecting With Clients' Children Off-to-college codex meetings can help advisors strengthen relationships with the next generation of potential clients. Advisor Erika Safran reveals a few things she makes sure to discuss.
Investment Insights
5 Financial Documents Every 20-something Should Have
How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
Wells Fargo Nets $463M UBS Team
WHY DO FINANCIAL ADVISORS COME TO FAT-STACK.COM?
On Wall Street Wirehouse/ Regional BD Ranking
The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, codex tax and retirement planning -- not just about the market.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
7 Ways to Avoid a Digital Disaster »
Communication Can Win Back Wary Customers »
The best bank advisors in the industry keep upping the ante. To compile our annual Top 50 Bank Advisors list, we combine six variables into one composite score. And our high-producing advisors keep pushing the threshold ever higher with record numbers in just about every category.
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