Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Gaining Clients: What I Do at a First Client Meeting
By Mike PattonOn his Road to Independence, advisor Mike Patton blogs on the steps he takes with prospective clients in a first meeting.
January 06, 2011
TD Ameritrade Survey Shows Americans Have Had a Few Regrets…About FinanceIf they could do it over again, the majority of Americans say they would have done a better job of managing their money before the recession hit, according to a TD Ameritrade survey.
January 05, 2011
Northern Trust Initiates LGBT and Non-Traditional Family PracticeNorthern Trust has formalized a Lesbian, Gay, Bisexual, Transgender (LGBT) and Non-Traditional Family Practice, the firm announced Tuesday.
January 04, 2011
A whole lotta sharin' going onAn article on mashable.com, a social media news site, published an infographic created by AddThis with some figures about recent user sharing habits.
January 04, 2011
A whole lotta sharin' going onAn article on mashable.com, a social media news site, published an infographic created by AddThis with some figures about recent user sharing habits.
January 02, 2011
Hungary to Assume EU Presidency Under CriticismJust as it is about to take over the presidency of the EU, Hungary is fielding critics from other nations in the bloc for its actions in consolidating power under Prime Minister Viktor Orban and his Fidesz party.
January 01, 2011
In response to 'Two things you need to know about LTCI'I take issue with your last paragraph. Having been in the LTCI market for 20 years, I must say that it all depends on what the client purchases.
January 01, 2011
Taking the Negativity Out of “No!”As advisors, we have all found ourselves in situations where a client believes he knows better. The advisor-client roles suddenly appear reversed as the…