Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Under 55 and Underserved
By thinkadvisorTo keep your business healthy, you may need to cultivate prospects who are 10, 20 or even 30 years younger than your average client today.
August 26, 2013
Broker-Dealer Briefing: Advisors ‘Haven’t Fully Committed’ to Social Media, SEI Expert SaysRecent studies show that the general public and financial services firms are focused on the use of social media. Financial advisors, however, have room to catch up.
August 26, 2013
Obama Lobs College Affordability Bomb as Congress Gears Up for Budget TalksPresident Obama hit the road last week to promote his new college affordability plan, just weeks before the budget battle begins anew.
August 26, 2013
6 Years Post Independence, Rethinking the Value of Financial PlanningThe clients I've lost have one thing in common: they were asset management-only clients. Thats led me to reconsider who I choose as clients.
August 24, 2013
13 astonishing social-media statisticsSome revealing new statistics indicate the power of social media.
August 23, 2013
LIMRA Launches Social Media Training Program for AdvisorsLIMRA is launching a training program to help advisors use social media effectively, the organization announced on Thursday.
August 23, 2013
Investors trust traditional media over socialMore than half of investors rely on traditional media sources, whereas only one-third look to social media for information.
August 22, 2013
What Your Clients Are Hiding, and WhyThe information clients withhold could seriously undermine a financial strategy, Securian says.