Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Forget Asking for Referrals, Occupy Your Client’s Brain
By Gil WeinreichOne of the big misconceptions in the advisory business is that clients refer new business because the advisor asks for the referral. But thats not it at all," says advisor consultant Stephen Wershing. We do it because we like to be the answer guy."
October 11, 2012
Advisors & Gen X, Pt. 2: Using Your Boomer Clients to Reach ThemAdvisors who are having the most success with wealth transfers are capitalizing on the direct channel they have to their Boomer clients children and grandchildren. Heres how you can emulate that success.
October 10, 2012
Across Party Lines, Transition Boomers’ Biggest Worry Is Health Care: AllianzSocial Security ranks as the second-biggest concern for both Democrats and Republicans age 55 to 65, an Allianz Life survey found.
October 10, 2012
The posh, predictable world of business conferencesWhat does your average business conference have in common with Hollywood? Quite a lot, actually.
October 09, 2012
4 Easy Steps for Investors on Retirement Planning: Russell’s Tim NoonanNoonan and his Capital Markets Insights colleague Sophie Gilbert offer four steps for advisors to help their clients become more engaged in retirement planning.
October 09, 2012
IRS Deadline to Switch IRA Back From Roth LoomsThe deadline is set for Oct. 15, the same deadline for taxpayers who were granted an extension to file.
October 09, 2012
Can Advisors Have ‘Zero’ Conflicts of Interest? The Legal and Regulatory RecordThe CFP Boards director of investigations makes the case that there is no such thing as zero conflicts of interest and that the nature of material conflicts of interest is subject to change.