Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Wealthy Investors Say They’re Happier With Their Advisors: IPI Study
By Michael S. FischerIt depends on your point view: Three years after the onset of the financial crisis, 63% of ultra high-net-worth investors are “fully satisfied” with their advisor relationships, whereas 95% of advisors find their firm’s clients are fully satisfied.
May 07, 2011
Social media update: Why your fans stopped following youAccording to ExactTarget, 41 percent of users who have un-followed a brand on Twitter did so because of too much push marketing. Similarly, 43 percent of Facebook users who have "unliked" a brand or fan page do so for the same reasons.
May 06, 2011
U.S. Olympic Committee honors The HartfordThe U.S. Olympic Committee presented The Hartford with the Amazing Impact award at this year's Paralympic Amazing Awards. U.S. Paralympian Melissa Stockwell, at left, and The Hartford's Sandy Dukat accepted the prize. For more information, click the headline.
May 06, 2011
Influence prospects using social mediaYou are familiar with the old sales adage "people buy from people they know."
May 06, 2011
Influence prospects using social mediaYou are familiar with the old sales adage "people buy from people they know."
May 05, 2011
FPA Retreat: Littlechild Offers Research on Referral Strategies That WorkFor one thing, says Julie Littlechild of Advisor Impact, don’t confuse perceived client loyalty with a willingness to provide referrals.
May 03, 2011
Client surveys: Increase loyalty, get feedbackNo one would argue that strong client relationships are the key to your success as an advisor. But how can you know if your clients are satisfied and happy? How are you able to gain feedback from them about your services?
May 03, 2011
Client surveys: Increase loyalty, get feedbackNo one would argue that strong client relationships are the key to your success as an advisor. But how can you know if your clients are satisfied and happy? How are you able to gain feedback from them about your services?