Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Futurist Lowell Catlett Closes FPA Retreat With Laughs
By John SullivanCatlett claims the price of eating and owning a home has never been lower.
May 05, 2013
‘Time Saving Techniques’ That Add Value for ClientsWhat can you do to save time if you don't want to put outsourcing burdens on your clients?
May 05, 2013
Kitces and Winterberg Describe the Future of Financial PlanningAt FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near futurenow?planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.
May 04, 2013
How to Protect Clients From Strippers and Cabana BoysSpeaking at FPA Retreat 2013, attorneys Basel and Grace Jamra focuses on advisors' role in client pre-nups and post-nups in a divorce-happy age.
May 04, 2013
‘Retirement Planning’ Is Old and Outdated: Elizabeth JettonAt the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.
May 04, 2013
How Does a Planner's Brain React to Change? Judith Glaser Tells the TalePeople experience change differently when they have healthy conversations about change, says expert.
May 03, 2013
Video, Social Media Popular Educational Tools: Corporate InsightAs longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.