Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
5 Steps to Finding the Right Fit for Engaged Clients
By Julie LittlechildEngaged clients refer, but how many of your existing clients meet your definition of an ideal client? Taking these five steps to determine if prospects and existing clients are the right 'fit' will propel you on the journey to engaged clients.
November 30, 2012
Tech SupportAdvisors can no longer get by on their strategic expertise, sales acumen, interpersonal skills and product know-how alone. They need tech tools. The advisory communitys leading tech minds share their most indispensable, empowering, intriguing and ROI-generating tech tools for 2012 and beyond. Ignore them at your own risk.
November 30, 2012
Gender Gap Exposed in Millionaires’ Financial Decision MakingFidelity study says advisors are well advised to focus on both spouses to protect client relationships.
November 30, 2012
4 Common-Sense Requests for Congress From the FSINo more kicking the can down the road. The lame-duck Congress can and should avoid going over the fiscal cliff by acting on these four modest proposals.
November 30, 2012
The can't-miss social media trends for 2013Hootsuite's CEO says to be prepared for more mobile, more ads and more countries.
November 30, 2012
The can't-miss social media trends for 2013Hootsuite's CEO says to be prepared for more mobile, more ads and more countries.
November 30, 2012
Tom Giachetti’s 10 Blunt Compliance WarningsThe federal compliance picture: What SEC examiners want. The local compliance picture: State examiners "are not your friends."
November 29, 2012
What Will the Possible Fiscal Cliff Plans Cost Your Clients?Your bread-and-butter client, an upper middle-class family with two children, earning $147,000 a year, would see their tax bill rise by $7,323 if we go over the fiscal cliff. They would fare better under the plans of the two political parties.