Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Diversity Case Study: Edward Jones
By Savita Iyer-AhrestaniEdward Jones' strategy to recruit and train more minority advisors is a long-term goal, and the firm is now focusing on recruiting in hot markets like Atlanta, Miami, New York, and Phoenix.
November 09, 2010
Advisors 2.0: Tech tools for the savvy producerWith the holiday season looming, Senior Market Advisor is putting together a pretty cool gift guide of the latest gadgets and gizmos for our December issue. We contacted readers to get feedback on their favorite tech tools and toys.
November 09, 2010
Social Media Boot Camp Day 7: Using Twitter to Grow Your BusinessThere is a very real possibility that you read the headline of this article and said, "What the heck is a 'Twitter?' " - and that's perfectly OK.
November 08, 2010
Social Media Boot Camp Day 6: 5 Ways for Insurance Agents to Build LinkedIn ConnectionsLinkedIn can be an effective tool for networking and staying in touch with your connections - if you know how to use it correctly.
November 08, 2010
Social Media Boot Camp Day 7: Using Twitter to Grow Your BusinessThere is a very real possibility that you read the headline of this article and said, "What the heck is a 'Twitter?' " - and that's perfectly OK.
November 07, 2010
A Link Into the Prosperous Gay Community: Dot429The total buying power of the U.S. lesbian, gay, bisexual and transgender adult population in 2010 is projected to be $743 billion: Advisors can learn about that population through a LinkedIn-like site called dot429.
November 05, 2010
Social Media Boot Camp Day 5: Podcast: Choosing the Right Social Media SiteThe owner of a leading public relations firm discusses the pitfalls of choosing a social media network, how to figure out which is right for you, and more.
November 05, 2010
Consumer Credit Rose 1% in September, Fell 1.5% in Q3, Fed SaysAmerican consumers borrowed money to buy cars in September, but they continued to tighten their belts and cut up their credit cards in the third quarter, the Fed reported Friday.