Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Leveraging Social Media and Social Selling
By Kevin J. KraftLife insurance might be said to be the original networking industry. Ironically, however, life insurers have lagged in adopting social media, despite the transformational potential inherent in this wide-ranging phenomenon.
April 20, 2011
Advisor marketing: Using calls to action in sellingOne of the most important marketing principles to keep in mind is that online clients are not likely to do extra work to find what they are looking for. You must make it easy for them to find out more about your company.
April 19, 2011
3 more ways advisors can increase social media responsesLast post I talked about some good ways to drive more responses through your social media strategy. Here are three more.
April 19, 2011
Affluent Clients Turn to Self-Directed Investment StrategiesAdvisors are missing opportunities to better serve their affluent clients in several areas, a Dow Jones study found.
April 19, 2011
Prudential Study: Advisors Fail to Reach Out to African-AmericansPrudential's recent study, “The African-American Financial Experience,” found that African-Americans still hold fewer financial products, are more conservative investors and still do not really have relationships with financial professionals.
April 17, 2011
5 more tips for seminar success for advisorsIn addition to last week's four successful seminar tips, here are five more.
April 16, 2011
Advisor networking: Tips for workin' itOver the years that I've been engaged in networking pursuits I have often heard from some of my fellow networkers that for them "it just isn't working." If you're one of these folks may I suggest the following:
April 12, 2011
3 tips to drive a response through social mediaWe've all been there - you make a seemingly attention-getting post on any one of your social networks and excitingly await the myriad responses that are sure to come. Nothing. No replies or even "likes." So, what should you do?