Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
SSGA’s Rochte on Investment Discretion: What It Means for Advisor, Client Success
By John SullivanHow does investment discretion impact speed, volatility and poor client behavior?
May 08, 2011
Social media update: Why your fans stopped following youAccording to ExactTarget, 41 percent of users who have un-followed a brand on Twitter did so because of too much push marketing. Similarly, 43 percent of Facebook users who have "unliked" a brand or fan page do so for the same reasons.
May 08, 2011
What I Learned From My First Client Advisory Board MeetingFor one thing, Mike Patton learned an estate planning attorney in his town has been singing his praises.
May 07, 2011
Social media update: Why your fans stopped following youAccording to ExactTarget, 41 percent of users who have un-followed a brand on Twitter did so because of too much push marketing. Similarly, 43 percent of Facebook users who have "unliked" a brand or fan page do so for the same reasons.
May 06, 2011
U.S. Olympic Committee honors The HartfordThe U.S. Olympic Committee presented The Hartford with the Amazing Impact award at this year's Paralympic Amazing Awards. U.S. Paralympian Melissa Stockwell, at left, and The Hartford's Sandy Dukat accepted the prize. For more information, click the headline.
May 06, 2011
Influence prospects using social mediaYou are familiar with the old sales adage "people buy from people they know."
May 06, 2011
Influence prospects using social mediaYou are familiar with the old sales adage "people buy from people they know."
May 05, 2011
FPA Retreat: Littlechild Offers Research on Referral Strategies That WorkFor one thing, says Julie Littlechild of Advisor Impact, don’t confuse perceived client loyalty with a willingness to provide referrals.