Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
What Is the Philosophy of Your Financial Planning Firm?
By Michael E. KitcesHow can clients find the planner that's right for them, and how can planners ensure they're a good match for their clients?
October 09, 2013
Americans blame Republicans for the shutdown—but no one comes out wellAmericans blame both parties almost equally for responsibility for the government shutdown.
October 09, 2013
Loss-Leader Pricing Often a Losing BetA recent PriceMetrix study looks at loss-leader pricing in the advisory industry and suggests that advisors might not be making up for their losses.
October 09, 2013
Jeff and Kim Camarda Talk About Their Suit Against the CFP BoardA conversation with the plaintiffs provides a new perspective on the ongoing "fee-only" issue and raises new questions about the Boards handling of the case.
October 09, 2013
3 Steps for Advisors to Drive Client LoyaltyLoyal clients are an advisors most effective sales force, adding repeat or add-on business. Here's how to use social media to generate client loyalty.
October 08, 2013
Ritholtz’s Big Picture: 24-7 Media Cycle Is Going to the BlogsA pundits panel of chief strategists join star bloggers Barry Ritholtz and Josh Brown to bemoan the insanity of the 24-7 financial news cycle.
October 07, 2013
Matching Client Expectations With What You Offer: the PortfolioA study on variance in a portfolio suggests how to manage and meet client expectations when building portfolios for your clients.
October 07, 2013
15 Key Health Care Act Provisions That Begin in 2014The Patient Protection and Affordable Care Act was signed by President Obama on March 23, 2010, but 2014 is the year when most core pieces of PPACA will be activated, effecting many of your clients' health care planning.