Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
How to optimize your LinkedIn profile
By Amy McIlwainI was just on LinkedIn creating a group and optimizing my profile. How did I optimize? By scoping out the competition. Ask yourself: "When someone is searching for me or my profession, what do they type?"
September 20, 2010
The 'Great Recession' Is Over, Says Economic Research BureauNot only has the U.S. recession officially ended, but it ended way back in June 2009, the Business Cycle Dating Committee of the National Bureau of Economic Research (NBER) announced Monday.
September 16, 2010
One social media marketing mistake to avoidFor the longest time, marketing consisted of pushing a message about a product or company that was strictly controlled by that company itself.
September 16, 2010
One social media marketing mistake to avoidFor the longest time, marketing consisted of pushing a message about a product or company that was strictly controlled by that company itself.
September 16, 2010
Putnam to Manage Nevada's 529 Advisor-Sold PlanMaking a bigger foray into the 529 college savings plan market, Putnam Investments was selected as the program manager for Nevada's 529 College Savings Plan, which is sold nationwide through financial advisors.
September 16, 2010
Battle Rages Over Retained Asset AccountsThe practice of retained asset accounts (RAAs) has come under an attack as virulent as any the insurance industry may have faced in a very long time.
September 14, 2010
Ten things every advisor should knowDo you ever go to a conference, take great notes, and then promptly drop them in a stack on the floor or behind your desk, never to be seen again? If you're like me, it's a habit you want to break.
September 14, 2010
Ten things every advisor should knowDo you ever go to a conference, take great notes, and then promptly drop them in a stack on the floor or behind your desk, never to be seen again? If you're like me, it's a habit you want to break.