Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Facebook ads for advisors: What to know
By Amy McIlwainHave you ever been attracted to Facebook advertisements that are seemingly directed to you and your interests? These are Facebook Ads, target marketing made possible by Facebook's Reaching and Targeting initiative.
January 17, 2011
Advisors: Social media compliance issues got you down?You have probably heard to the nth degree the importance of using social media to network. Social networking sites can work to successfully market your company, although they may present you with quite a few compliance issues as a financial advisor.
January 14, 2011
7 steps to getting referral-rich Facebook fansA Facebook fan is worth $136.38, according to a June study by Syncapse. Not only that, it turns out Facebook fans are 28 percent more likely than non-fans to continue using a brand.
January 14, 2011
Wall Street's Top 10 Richest Executives Worth Average $210 Million EachAccording to a study released Thursday by Wealth-X, which collects and analyzes information on high-net-worth individuals, the top 10 executives on Wall Street average $210 million each in net worth, and are worth a combined $2.1 billion.
January 13, 2011
Is your company on Facebook?Your business can't have a Facebook profile, but it can have a Facebook page. A fan page is the perfect tool to market your business online.
January 13, 2011
Is your company on Facebook?Your business can't have a Facebook profile, but it can have a Facebook page. A fan page is the perfect tool to market your business online.
January 10, 2011
Gaining Clients: What I Do at a First Client MeetingOn his Road to Independence, advisor Mike Patton blogs on the steps he takes with prospective clients in a first meeting.
January 07, 2011
Top 10 Pet-Friendly Luxury Resorts, SpasFido Friendly magazine visited a number of luxury hotels and spas that not only accept, but cater to guests’ animal companions, and the result was the Top 10 Luxe Hotels list with a dog-friendly environment.