Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
RJFS Conference: Raymond James Lowering Fees, Pushing Social Media & iPads
By Janet LevauxIn his keynote speech, Dick Averitt pointed out that the independent arm of Raymond James had lowered and eliminated some fees, dropped certain trading limits and was enhancing its social-media and IT policies.
May 02, 2011
Firing Clients When They Become Too Directive: Why I Did ItWhy advisor Mike Patton finally resigned as advisor to a client who wanted too much control over the portfolio.
May 01, 2011
Advisors: Use personal messaging to increase connectionsYou wouldn't approach a prospective connection in person as informally as you do online, would you? If you were meeting prospective clients at a networking happy hour, you wouldn't approach them with an automated greeting, would you?
May 01, 2011
Marketing 101: Answers to 10 Common QuestionsFor many independent advisors, getting started with marketing can be intimidating.
May 01, 2011
Follow the Leaders: The 2011 IA 25In the nine years that Investment Advisor has published the IA 25, weve never ranked the 25 in the order of their importance.
April 30, 2011
3 easy ways to jump-start your advisor businessWe all know that business development is a process whereby you plant seeds and nurture them and, at some point, you will start to see something blossom and see an ROI on your business development efforts.
April 30, 2011
Advisors: Use personal messaging to increase connectionsYou wouldn't approach a prospective connection in person as informally as you do online, would you? If you were meeting prospective clients at a networking happy hour, you wouldn't approach them with an automated greeting, would you?
April 30, 2011
In response to "Distracted advisor tip: Empty your mind in 7 steps"There are sayings I keep in mind during my work day. "Do first things first, second things not at all." This makes sure I don't put off urgent business, regardless.