Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
6 words, phrases to avoid in client communications
By Danielle AndrusSome language elicits a more positive response from clients.
October 04, 2015
Kotlikoff: Government, Employers Should Butt Out of Retirement PlanningAmericans have been taught that the government and their employers are going to take care of them in retirement, Kotlikoff said. Thats a big mistake.
October 02, 2015
Top Portfolio Products: Schwab Adds Commission-Free ETFsThere are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
October 01, 2015
How Changing These Words Can Help Advisors Hook ClientsSlight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
October 01, 2015
6 Words, Phrases to Avoid in Client CommunicationsGary DeMoss, a director at Invesco Consulting, shares research on which words and phrases get a better response from clients.
September 29, 2015
How to Make Your Firm a Social Media JuggernautBuilding your business through social media requires a coordinated effort. Here's how to set expectations and equip your firm's advisors to build your brand.
September 28, 2015
Lessons Learned From a Repo-ed ATM CardIll never forget the day the ATM on my college campus ate my card.
September 28, 2015
What if the Projections Are Wrong?Advisors are natural-born skeptics. So can we trust that the demographic projections used by government agencies are accurate?