Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
4 Secrets to a Value Proposition That Lands Clients
By Michael S. FischerMost investors say advisors all sound alike, Pershing found. Here's how to make your value proposition your first impression a memorable one.
August 25, 2014
The 13 Anchors of Collaborative DivorceBefore undertaking collaborative divorce, spouses must agree to these 13 anchors of the process.
August 25, 2014
Responsibilities of a Financial NeutralThe financial neutral on a collaborative divorce team works very closely with the divorcing couple and the team members to bring clarity and understanding to the family's finances with the goal of helping the couple achieve a mutually agreeable settlement that works for the family []
August 25, 2014
A Solution for Gray DivorcesThe escalating divorce rate for people who are 50 and older is taking a toll on today's and tomorrow's retirees.
August 25, 2014
Investor Behavior by the BookAs you might imagine, people send me more books to review than I can possibly read. But "Investor Behavior" piqued my interest.
August 25, 2014
Collaborative Divorce: A Win-Win DissolutionRemember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances.
August 25, 2014
FELA Combines Financial Literacy, Behavioral Finance for Better OutcomesMost financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
August 22, 2014
Randi Zuckerberg: The 10 most exciting trends in social mediaThe former Facebook marketing maven shares her social media story and outlook.