Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
3 Steps to Selecting the Right Financial Advisor, Part II: Client Personalities
By Mike PattonA good advisor adapts to each client’s personality. Two examples: the Driver and the Analytical personalities.
July 06, 2011
FINRA Eyes Social MediaThe Financial Industry Regulatory Authority is preparing to weigh in on financial services industry use of social media.
July 06, 2011
Advisor Group IBDs to Allow FAs to Use Facebook, LinkedIn & TwitterFSC, Royal Alliance and SagePoint will now allow advisors to use Facebook, LinkedIn and Twitter.
July 06, 2011
Advisor Group IBDs to Allow FAs to Use Facebook, LinkedIn & TwitterFSC, Royal Alliance and SagePoint will now allow advisors to use Facebook, LinkedIn and Twitter
July 05, 2011
Supporting a charitable organization, part 2Last week we started talking about how to decide on a charitable organization to support. One way to find out is by talking with your staff about ideas they are interested in. Here are the next steps.
July 05, 2011
Supporting a charitable organization, part 2Last week we started talking about how to decide on a charitable organization to support. One way to find out is by talking with your staff about ideas they are interested in. Here are the next steps.
July 04, 2011
7 more signs you are a sales zombieDo you make frequent assumptions? Do you like to refer back to the "good ol' days" of sales? Are you using the same pitch with every customer? If so, you might be a sales zombie. Here are seven more signs you might be among the walking dead of sales.
July 04, 2011
7 more signs you are a sales zombieDo you make frequent assumptions? Do you like to refer back to the "good ol' days" of sales? Are you using the same pitch with every customer? If so, you might be a sales zombie. Here are seven more signs you might be among the walking dead of sales.