Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Why Financial Planning Remains the Right Thing to Do
By Mike PattonAfter 20 years as an advisor, providing a thorough, objective financial plan not a sales tool remains the core of what I offer.
April 02, 2014
3 Tests for Whether an Advisor Compliance Issue Is Hot, or NotYou want to be compliant, but which SEC programs should you pay attention to? Heres some help in sorting out the regulatory noise.
April 02, 2014
Social media good for clients, advisorsJust as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media.
April 02, 2014
Social media good for clients, advisorsJust as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media.
April 02, 2014
SEC: Advisor use of social media testimonials sometimes OKThe SEC guidance addresses questions concerning the nature, scope and application of a rule respecting testimonials.
April 02, 2014
Millennials trust people over brandsMillennials are, in fact, most influenced by user-generated content.
April 01, 2014
Online Tools Used More by Military Than Civilian InvestorsServicemembers are more likely than civilians to use online tools in financial planning, according to the most recent First Command Financial Behaviors Index.
April 01, 2014
Coaches Corner: To Create a Great Client Experience, Work BackwardsStart the process of determining what your clients want by segmenting them, using both art and science, and don't forget to use your CRM system.