2013 Advisor Hall of Fame
Now in its 23rd year, our eagerly awaited benchmark of industry excellence.
How to Shake Up Your Marketing
Despite significant structural changes in the industry over the last decade, financial services marketing has remained—as Jay Nagdeman puts it—conservative, undisciplined and expensive.
2012 Advisor Hall of Fame
Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.
Three Ways Advisors Can Stop Prospects From Walking Away
What is that intangible quality keeping even an articulate and knowledgeable advisor from connecting with a potential client?
Carving Out an Indie Niche; Boosting Client Communication: June Research—Slideshow
The cover story of Research magazine's June issue, "Exploring Independence," looks at how ex-wirehouse advisors are carving out distinctive niches to build successful advisory practices.
Six Conversations With Clients You Need to Have
To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.
How to Market VAs? Zvi Bodie Finds One Good Way: News Analysis
Securian Financial steps up to the plate with a video explaining variable annuities that aims to appeal to consumers while avoiding legal compliance snags. A top finance professor and leading financial services marketer evaluate how well they performed this difficult challenge.
2011 Advisor Hall of Fame
Welcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
What Do Prospects Find When They Google You?
Amazing fact: The United States alone accounts for 9.5 billion Internet searches every month. Pointed question: What do prospects discover when they google you? If the results...
A Marketing Guide for the Perplexed
Ever since the financial crisis turned to red alert, there has been a deluge of articles on the business pages questioning both the viability and...