Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Is College Worth the Debt? More Consumers Say No
By Danielle AndrusOnly 20% of Americans think student loans are a good investment, down from 54% in 2012, according to a Mintel survey.
April 17, 2014
Listen Up, Advisors: Only Fire Clients When It Makes SenseYou may have learned about how to fire a client, but not about the most important factors in this decision: hiring and timing.
April 16, 2014
Gen Y Prices ‘American Dream’ at $3 MillionIn a survey released by The Principal, almost half of respondents havent calculated a savings goal or even set an arbitrary one.
April 16, 2014
Top 25 Best Cities for Millennials to LiveFor financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
April 16, 2014
Flat Fees or Fees on AUM, Take 4: The Sweet Smell of SuccessThe many comments on my last blog raise new questions, and suggest new answers, on which fee structure is better for clients and advisors.
April 15, 2014
How to Convert Social Media Conversations Into SalesA Northwestern Mutual rep's story provides insights into using social media to deliver "soft openings" to prospects and to create a stream of referrals.
April 15, 2014
‘Mobile-First’ Millennials Need More EducationMillennials are the mobile-first generation, meaning financial services professionals who want to reach them will have to make mobile support a priority, says Corporate Insight.
April 15, 2014
Phony advisor used Twitter to bilk clients: SECThe SEC says a 27-year-old Honolulu woman attracted about $250,000 to her schemes via Twitter, Facebook and other websites.