Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
New Nominations Deadline for the 2024 Luminaries Awards
By Janet LevauxThinkAdvisor's recognition program is accepting nominations through July 24. There's no cost to participate.
July 11, 2024
5 Keys to a Seamless Move to Another FirmClients' strongest affiliation is with their advisor, and that relationship supersedes any notion of firm, platform or brand.
July 11, 2024
Younger Prospects Don't Need Referrals to Pick an Advisor: SurveyToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.
July 08, 2024
11 Ways to Wow People With Simple GiftsTokens of appreciation do not need to be expensive. They simply need to be thoughtful.
July 03, 2024
Is This Outcome Worse Than Going Broke in Retirement?It's rational for a retiree to fear running out of money, but it's also easy to miss the bigger picture.
July 03, 2024
When Clients Consider You 'One of the Family'As anyone with a family knows, there are pros and cons to such close relationships.
July 01, 2024
More Secure 2.0 Act Provisions Are ComingSome incoming changes are likely to help clients more easily make the transition from work to retirement.
June 27, 2024
Signature Wealth CEO Embraces 'Opposite' of AI: Concierge ServiceIt's "a little counter-culture to the idea that everyone wants to be efficient and automated," Chip Munn says.