Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Fewer than half of CFPs use social media professionally
By Warren S. HerschCompliance and lack of time are among the reasons CFP professionals cited for not using social media.
January 29, 2013
4 Startling Tech Stats for AdvisorsAdvisors who ignore or abandon social media are making a big mistake, Mike Byrnes of Byrnes Consulting said at FSI OneVoice. Change is coming, and its coming exponentially.
January 28, 2013
2 social-media mistakes you might not know you’re makingEven old pros can unwittingly make these errors.
January 28, 2013
Advisors' Path to Success: Externalizing the Inner YouIf your elevator speech doesn't reflect the real you, clients and prospects will sniff it out. What you offer clients should come from who you are, not what you do.
January 27, 2013
2 social-media mistakes you might not know you’re makingEven old pros can unwittingly make these errors.
January 25, 2013
Social Media: Don’t Just Be There, Be RemarkableFinancial Social Media held on Friday a webinar discussing trends in social media that advisors should take note of in 2013.
January 25, 2013
Johnson Named President of National Planning Corp.John Johnson has been acting in this role for the Jackson National-affiliated independent broker-dealer since November.
January 25, 2013
Client Views: Fear and Loathing in the Reception RoomIf its true that you never get a second chance to make a first impression, advisors should give at least as much thought to their receptionist and the reception area as to retirement income or portfolio rebalancing.