Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Networking and Social Media
By Michael GoldbergDo you have more than 100 friends on Facebook? What about 200? 300? 1,000?
November 12, 2010
Social Media Boot Camp Day 10: Making Time for Social MediaSocial media marketing can be a powerful tool for your business - but it shouldn't take up all your time. Marketing expert Diane Conklin discusses how to make the most of social networking in the least amount of time.
November 12, 2010
Consumer Sentiment Rose in November Ahead of Holiday SalesBefore holiday shopping begins in earnest, U.S. consumer sentiment has climbed to a five-month high, according to a Thomson Reuters/University of Michigan survey released Friday.
November 11, 2010
Social Media Boot Camp Day 10: Making Time for Social MediaSocial media marketing can be a powerful tool for your business - but it shouldn't take up all your time. Marketing expert Diane Conklin discusses how to make the most of social networking in the least amount of time.
November 11, 2010
Social Media Boot Camp Day 9: Group Mentality: Using Social Media Groups to Find Like-Minded People - and ProspectsOne of the best ways to get involved in a social networking community - and find people who think like you, work like you, have your same interests, and, eventually, want and need your products and services - is by joining groups.
November 10, 2010
Social Media Boot Camp Day 8: How to Promote Your Insurance Practice on FacebookThis video tutorial will show you several simple ways to promote your Facebook page - from letting your clients know you've joined the site, to creating a paid ad using Facebook's "promote" feature.
November 10, 2010
Diversity Case Study: Edward JonesEdward Jones' strategy to recruit and train more minority advisors is a long-term goal, and the firm is now focusing on recruiting in hot markets like Atlanta, Miami, New York, and Phoenix.
November 10, 2010
Why Gen X, Gen Y Don't Use Financial Advisors, and How to Get Them ToGen X/Y investors "have accumulated a fairly significant amount of wealth," yet they "don't have a strong affinity for or with financial advisors."