Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Americans Don’t Know Who to Trust on Money Matters: TIAA-CREF Survey
By Michael S. FischerBut the survey has good news for advisors: 58% of respondents said they'd like a single point of contact for advice.
September 30, 2013
Insurance Issues Not So Simple for WomenYour female clients pay as much as 30% more for disability insurance than your male clients, and gender-specific pricing is nearly here for LTC coverage.
September 30, 2013
Don’t You Worry Your Pretty Little HeadI watch Mad Men as much for the anthropological intrigue as I do the storyline. The treatment of women in the workplace, of course, seems offensively quaint. Fast-forward 50 years and theyre exacting their (well-deserved) revenge.
September 30, 2013
3 Tips to Stay Compliant on Social MediaAdvisors and their firms must have policies in place to govern how they address social media and how they train people to use it.
September 30, 2013
Bag-Lady Specter Haunts Even Savvy Women’s RetirementDespite the fact that more women have significantly boosted their financial savvy and become women of influence since the financial crisis, they still worry at similar rates to other women that theyll run out of money in retirement and become bag ladies, according to a survey by Allianz Life.
September 30, 2013
Women’s Work: Women’s Role in the IndustryThe future of the financial services industry, as it seeks to better itself in an ever-changing regulatory landscape, could hinge on a resource that is already present but largely ignored: women.
September 30, 2013
Web Expert Unveils Social Media’s Untapped Client RichesClara Shih is on a mission to help advisors win new clients, build stronger relationships with current ones and bolster their brands via social selling.
September 30, 2013
Room to Grow: How Advisors’ Approach to Women Might Hurt Their BusinessSince word got out on the street that women are the demographic du jour, financial advisory firms, large and small, have been making a dedicated and concertedaggressive, eveneffort to cultivate a female clientele.