Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
What Divorcing Wives Fear Most
By Olivia Mellan, Sherry ChristieMore older people--the boomers--are divorcing, and increasingly it's women initiating proceedings. Tips for advisors working with divorcees or those contemplating divorce.
September 25, 2012
Why More Wives Are Calling It QuitsDr. Susan Brown she suggests that women tend to be more attuned to changes in marital quality.
September 25, 2012
Madame Ex: Advising ‘Gray Divorcees’We all know the clich of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this clich on its head.
September 24, 2012
Top 5 Fiscal Cliff Tips for Advisors: Fi360Fi360s Kathy Stewart offers the basics on how to help spooked clients take action if the Bush tax cuts aren't extended or made permanent.
September 24, 2012
New York Life Gives American College $5M for Ph.D. ProgramThe 12-course Ph.D. program in business administrationthe only one of its kindwill help advisors hone their skills in financial literacy and retirement planning.
September 24, 2012
The Curious Case of the CFP Board and a Double-Dipping CFPAt issue: Can there really be extenuating circumstances to an advisor double dipping?
September 21, 2012
Are Clients Deleting Your Emails?You may be the savviest financial advisor in your community, but can you command attention through an effectively written email or blog post?
September 21, 2012
5 Ways to Make LinkedIn Work for YouTips and tools to get the most out of this important resource.