Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Client surveys: Increase loyalty, get feedback
By Bethany RamosNo one would argue that strong client relationships are the key to your success as an advisor. But how can you know if your clients are satisfied and happy? How are you able to gain feedback from them about your services?
May 03, 2011
Social, Environmental Concerns Dominate Shareholder ResolutionsShareholder resolutions that deal with sustainability issues dominated all others in 2010, and it is estimated that in 2011 half of all shareholder resolutions will focus on social and environmental concerns.
May 02, 2011
Citibank Survey: Half of Americans Believe They’re on Upwardly Mobile TrackFully 50% of Americans believe they will be “upper middle class” or “well off” in five to 10 years, even though only 16% currently describe themselves in those terms, according to the latest quarterly Citibank Economic Pulse survey issued Friday.
May 02, 2011
Firing Clients When They Become Too Directive: Why I Did ItWhy advisor Mike Patton finally resigned as advisor to a client who wanted too much control over the portfolio.
May 01, 2011
Advisors: Use personal messaging to increase connectionsYou wouldn't approach a prospective connection in person as informally as you do online, would you? If you were meeting prospective clients at a networking happy hour, you wouldn't approach them with an automated greeting, would you?
May 01, 2011
Marketing 101: Answers to 10 Common QuestionsFor many independent advisors, getting started with marketing can be intimidating.
May 01, 2011
Follow the Leaders: The 2011 IA 25In the nine years that Investment Advisor has published the IA 25, weve never ranked the 25 in the order of their importance.
April 30, 2011
3 easy ways to jump-start your advisor businessWe all know that business development is a process whereby you plant seeds and nurture them and, at some point, you will start to see something blossom and see an ROI on your business development efforts.