The Client: Client retention

• April 25, 2018

  Merrill Lynch: FAs Fall Short Advising Women

  Financial advisors need to improve best practices to better service and win female clients.

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• April 24, 2018

  Butowsky Sues Schwab for $100M Claiming Political Bias

  Texas-based FA says he was removed from Schwab’s custodial platform because of his connection to Donald Trump.

  Last Comment: April 24, 2018
  1 Comment
• April 20, 2018

  Raymond James Nabs Four Wells Fargo FAs

  The teams collectively oversaw more than $780 million at the wirehouse.

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• April 20, 2018

  Implement Boundaries and Structure with Volatile Clients

  Make written agreements mandatory for impulsive clients.

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• April 18, 2018

  Clients are Evolving Their Views on Fiduciaries

  Which is to say they're increasingly aware of what a fiduciary is.

   Transcript   Video [ 3:15 ]  

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• April 18, 2018

  Merrill Lynch, RBC FAs Reveal Their Game-Changing Client Moves

  When done right, this simple technique can be one of the best ways to help investors stay calm in market volatility.

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• April 16, 2018

  Top Advisors Divulge Keys to Winning Trillions in Millennial Business

  Advisors want to win Gen Y clients but many FAs lack the required knowledge, tools and approaches.

  Last Comment: April 16, 2018
  1 Comment
• April 13, 2018

  Use True Stories to Drive Home Advice

  Sometimes telling the story of someone you know can help convince clients to make wise decisions.

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• April 13, 2018

  JPMorgan Seeks TRO Against Former Broker

  The company alleges its advisor took about two dozen JPMorgan clients with him to Ameriprise.

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• April 12, 2018

  Families Touched by Autism Turn to FAs With Special Needs Expertise

  Experts say all advisors need to build skills serving such clients.

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