Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
15 Best Small Cities for Successful Aging
By Gil Weinreich, Ronald PechtimaldjianThe Milken Institute study looked at 259 small U.S. metropolitan regions and ranked each based on 78 variables.
August 23, 2012
Cold Calling 2012I need your help to find out which cold calling scripts and lists work best and what unique strategies may be out there.
August 22, 2012
Re-Education: Will More CE Hours Make CFPs Better Planners?CFPs will have to decide for themselves whether being thrown the bone of practice management is worth the 33% increase in CE hours.
August 21, 2012
2012 Broker-Dealers of the Year; Top Wealth Managers: September Investment Advisor—SlideshowSeptember is our annual broker-dealer issue and includes the 22nd annual Broker-Dealers of the Year contest.
August 18, 2012
5 Tips for Killer Landing PagesHere are the must-have basics for creating a killer website landing page.
August 17, 2012
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement AdviceSurveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
August 17, 2012
Survey: Most Financial Advisors Spend Little Time Reaching Out to ProspectsThe survey reveals that 73% of advisors only communicate with prospective clients once a month or less. Yet, 41% say they plan to acquire between six and 15 new clients next year, while 46% hope to bring on 16 or more.