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The case for texting your clients

FPA SmartBrief | May 22, 2015

Texting has emerged as a dominant communication medium, and advisers should jump on the bandwagon to strengthen personal connections with clients, writes Matt Oechsli. Texts can be an efficient way of reaching clients with a quick invitation to an event or lunch, or to congratulate them if a favorite sports team won a game. "I'm not suggesting that you conduct any form of official business by text," he writes. WealthManagement.com (U.S.) (05/20)


Advantages and limitations of ABLE accounts

FPA SmartBrief | May 19, 2015

Supreme Court: Employers have ongoing duty to monitor 401(k)s

FPA SmartBrief | May 22, 2015

Why focusing on emerging affluent clients makes sense

FPA SmartBrief | May 19, 2015

Study sheds new light on early Social Security filers

FPA SmartBrief | May 22, 2015

Parting ways with an incompatible client

FPA SmartBrief | May 22, 2015

Labor Dept. adds 15 days to fiduciary rule comment period

FPA SmartBrief | May 19, 2015

Learn how to turn your website into a lead generator

FPA SmartBrief | May 22, 2015

Rep. Wagner details 3-pronged fight against fiduciary rule

FPA SmartBrief | May 22, 2015

Is it time to revisit adviser-recruiting techniques?

FPA SmartBrief | May 19, 2015


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Build experience and mentor relationships with FPA Residency 2015

FPA SmartBrief | May 22, 2015

Learn how to turn your website into a lead generator

FPA SmartBrief | May 22, 2015

Webinar on latest compensation and benefits research on May 21!

FPA SmartBrief | May 19, 2015

Marcia Wagner joins FPA Annual Conference keynote lineup

FPA SmartBrief | May 19, 2015

Webinar: Dig into the latest compensation research

FPA SmartBrief | May 15, 2015




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