Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
An Unhappy Customer Can Really Hurt Your Brand
By Jean M. GianfagnaTips to help you avoid angering a customer and smooth things over if you do.
July 18, 2012
35 questions Mitt Romney must answer about Bain Capital before the issue can go away (Forbes)A series of television interviews were supposed to satisfy the media's curiosity about Romney's involvement at Bain Capital. Mission not accomplished.
July 17, 2012
Advisor Marketing and UVP: Make Referrals Stickier With Strong Branding, Pt. 2If your clients understand your unique value proposition, theyll remember you during tipping-point conversations. And dont forget the cookies!
July 17, 2012
Good for Consumers, Bad for the MarketsHow will consumers react when merchants can offer discounts to customers paying with cash, and impose fees on those paying with credit?
July 17, 2012
Social Media Is Hottest Compliance Topic for RIAs: SurveySocial media use among RIAs has shot up over the past year, with 80% of RIAs stating they have adopted formal written policies on social networking, according to the Investment Management Compliance Testing Survey.
July 15, 2012
Get Tweeting With These 35 HashtagsA helpful list of Twitter hashtags to get the conversation started.
July 15, 2012
Get Tweeting With These 35 HashtagsA helpful list of Twitter hashtags to get the conversation started.
July 13, 2012
Women Are Primary Earners, Not Primary Decision-MakersOver half of women are the primary breadwinners in their households, a survey by Prudential found.