Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
One Advisor's Advice to His Peers: Reach Out to Those in Need
By Savita Iyer-AhrestaniJoshua Gottfried's firm charges clients a $195, one-time fee to set them on a course toward proper financial planning.
June 16, 2011
I’m OK, You’re Not: In CFP Survey, Americans Feel Better About Own Finances Than EconomyAmericans' trust in advisors fell during the recession, but most would happily sit down with an advisor to work out a financial plan, says a CFP Board survey.
June 14, 2011
WienerGate II: More Advice From the Bleeding EdgeBruce Johnston posted an informative comment to my last blog, “The Social Media Lessons for Advisors from Rep. Wiener’s Problems.” As Bruce is one of the most knowledgeable people on the planet when it comes to financial advisors using social media, I gave him a call to find out more...
June 12, 2011
Back to basics, part 3: The best social media toolsHere's a look at the best social media tools. A social media tool is essentially a support system for social networking platforms. My favorites are:
June 11, 2011
Back to basics, part 3: The best social media toolsHere's a look at the best social media tools. A social media tool is essentially a support system for social networking platforms. My favorites are:
June 10, 2011
Is Risk Bad? The Advisor’s Job in Finding the Balance Point for ClientsYes, protect clients from taking too much risk, but also ensure they can achieve their goals by taking appropriate risk.
June 08, 2011
7 Tips for Couples on How to Achieve Money HappinessKnowing how to talk about money is essential if couples hope to stay together, says Jane Honeck, who offers 7 communication tips.
June 07, 2011
3 easy steps to building an expert imageI was recently quoted in an article that was published on three of the largest financial websites in the world -- Bankrate.com, Yahoo!Finance and Fidelity.com. The article was about annuities and the benefits they offer.