Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Top 5 Super PAC Backers for Democrats, GOP by Share of Net Worth
By Michael S. FischerEntrepreneurs and financiers abound on the list, but the ultrahigh-net-worth donor who has given the biggest share of his cash to super PACs is a comedian and talk-show host.
September 04, 2012
Three Ways Advisors Can Stop Prospects From Walking AwayWhat is that intangible quality keeping even an articulate and knowledgeable advisor from connecting with a potential client?
September 04, 2012
Advisors’ 5 Seasonal Investing Tips for ClientsAdvisors, offering some basic tips, say the biggest mistake people make is not planning their spending for summer, and even Christmas, early in the year.
September 04, 2012
Advisors & Gen X, Pt. 1: Retirement Planning and Wealth TransfersMembers of this generation, recipients of the coming Great Generational Wealth Transfer, have some unique roadblocks when it comes to planning. Heres how you can become their valued partner.
September 03, 2012
Sell where your feet areThe attention lavished on social media has mistakenly caused some salespeople to think they can use it as a primary source of prospecting.
September 03, 2012
Sail over these 4 social media obstacles1) “It’s not an effective tool for reaching my audience.” This may seem like a legitimate concern; however, consider that…
September 03, 2012
Thinking About Starting a Client Advisory Council? Don’t.In my experience, client advisory councils are way more trouble than theyre worth, though if you must create one, fill it with business-owning clients.
September 01, 2012
Social Media: A Passing Fad?If you want new business, go where your prospects are: online.