Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
What a Pretzel Entrepreneur, a Navy Widow and an Ex-Rep All Need From Their Advisors
By John SullivanA consumer panel moderated by Barbara Roper at TDAI's fiduciary summit featured three situations requiring top-notch financial advice. Did the panelists receive it?
June 13, 2013
4 Things Financial Advisors Shouldn’t Be Doing on LinkedInIn this blog I am going to go over four common LinkedIn mistakes that can seriously injure your chances of landing the leads you want.
June 13, 2013
Bogle Blasts Financial Industry, Calls Compensation a ‘Disgrace’Industry elder statesman and Vanguard founder John Bogle did not refrain from speaking his version of truth to power at Morningstars investors conference, condemning the financial industrys grip on corporate America.
June 11, 2013
HSAs: A Powerful Tool for Covering Clients’ Higher Health Care Costs Under ACAThe looming deadlines for implementing many key Affordable Care Act (Obamacare) provisions have many of your clients wondering how they can cushion the impact of the rising premium costs they fear will accompany them. HSAs may be the way to go.
June 11, 2013
Your Clients and Their Children: The Problems With Joint Bank AccountsSome of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.
June 11, 2013
Advisors Must Accept the Realities of a Changing AmericaAdvisors' efforts to reach out to different communities have not progressed as much as they should have.
June 10, 2013
Vanguard Study Boosts TDFs, Plugs Financial AdvisorsA recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.
June 10, 2013
When Prospecting for New Clients, First Assess Their PersonalitiesIn my experience, here are three major personalities exhibited by prospective clients. Here's how to spot them and how to handle them, to your satisfaction and theirs.