Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Surprise: Many Men Would Rather Manage Money Than Watch Football
By Danielle AndrusA report released Tuesday by ING DIRECT, a subsidiary of ING, and Mens Health found that 42% of men spend more time working on their personal finances than they do watching sports.
October 26, 2011
The Power of No PowerAny successful financial advisor will tell you they are always looking at ways to meet new potential clients. The problem is, after a while, youve pretty much tried every possible method of prospecting known to man. As sometimes happens with me, Ill be standing there minding my own business when,...
October 26, 2011
The Growing Opportunities for Advisors in the Retirement-Plan BusinessNow, even company retirement-plan brokers of record can provide investment advice to individual company retirement-plan participants.
October 26, 2011
Advisors Fail Affluent Women, Spectrem Group SaysAffluent women want more advice before they invest. Spectrem's Wolper suggests advisors spend more time with women and focus on planning rather than returns.
October 26, 2011
3 Things Advisors Can Learn From Steve JobsThe Apple co-founder's lessons for how advisors can better communicate and serve their clients.
October 25, 2011
Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship GroupIn the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.
October 25, 2011
Facebook? Twitter? Whatever.If social media is the key to building a forward-facing sales strategy, then why is it still such a hard sell to so many of this industry's top producers?
October 25, 2011
Facebook? Twitter? Whatever.If social media is the key to building a forward-facing sales strategy, then why is it still such a hard sell to so many of this industry's top producers?