Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Advisors' Path to Success: Externalizing the Inner You
By Mike PattonIf your elevator speech doesn't reflect the real you, clients and prospects will sniff it out. What you offer clients should come from who you are, not what you do.
January 25, 2013
Johnson Named President of National Planning Corp.John Johnson has been acting in this role for the Jackson National-affiliated independent broker-dealer since November.
January 25, 2013
Client Views: Fear and Loathing in the Reception RoomIf its true that you never get a second chance to make a first impression, advisors should give at least as much thought to their receptionist and the reception area as to retirement income or portfolio rebalancing.
January 24, 2013
SEC’s 16 Biggest Penalties Since Financial CrisisThe SEC recently released a roundup of its financial crisis enforcement actions, highlighting some of the more than 150 firms and individuals the agency has levied charges against since 2008.
January 24, 2013
Times Change, Investors Don’tAs impossible as it is for investors today to imagine the stock market in the 17th century, it would have been equally impossible back then to have the remotest inkling of the technological wonder that is the modern-day stock market.
January 21, 2013
Investment Decisions: Men’s Brains Are From Mars, Women’s Are From VenusFinancial decision-making is also influenced by gender differences, according to psychology professor Paul Greenberg.
January 21, 2013
More Food for Thought: Your Brain Behavior Reading ListCheck out more literature about brain behavior