Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
The honeymoon phase
By Maribeth KuzmeskiThe first six months of your new client relationship is the ideal time for referrals. Get the most out of your happy union by communicating regularly.
March 05, 2014
Reach Gen Y investors with social mediaMore than one-third of investors used social media for personal finance and investing purposes in 2012.
March 05, 2014
Black Churches Have Become Financial Planning EducatorsThe National Black Church Initiative has successfully educated 125,000 families on the important facets of proper financial planning.
March 04, 2014
Who’s talking about you online?Your reputation is too important to be controlled by someone else. Google yourself and see what others are saying about you. It just may surprise you.
March 04, 2014
FINRA Backs Off Collecting Personal Data in CARDS PlanSubmission of information will not include individual account names, addresses or tax identification numbers.
March 04, 2014
FireMyAdvisor Pairs Unhappy Clients With Advisors Happy to Take ThemTwo entrepreneurs saw a lot of unhappy advisor-client relationships out there. So they decided to launch an advisor-firing business.
March 04, 2014
Penny Pinchers Missing Out on Big Areas to Save: AmeripriseAlthough millennials are more likely than older generations to save across the board, they are also more likely to take on heavy debt, Ameriprise found.
March 03, 2014
How Social Media Helps Advisors ‘Seal the Deal’ With Clients"Goofy pictures" and news on Barbie are just some ways advisors have boosted results using Facebook, LinkedIn and Twitter.