Mike Byrnes

Small business owners offer a great opportunity to build a loyal customer base, but there are some potential drawbacks and challenges advisors need to overcome.

They’re earning more income than ever before, outlive their husbands by an average of four years and are significantly more inclined to seek out financial advice, but the advisory community still hasn’t done enough to cash in on this enormous wealth management opportunity.

Advisors need to focus on building an enduring business, said Mark Tibergien, the CEO of Pershing Advisor Solutions at the 2012 Pershing Insite Conference.

Have advisors found a way to beat the system and achieve better search engine rankings?

Online marketing can automate sales activities and help make prospects into clients.

Women advisors need to stop excluding themselves from male-dominated events if they want to continue rising through the ranks, advisors said at the NAPFA National conference in Chicago.

Tom Nally, TD Ameritrade Institutional’s new president said during a keynote address at NAPFA, that when it comes to appealing to women investors, advisors can't "just think you can change your font to pink and you have it covered."

At the NAPFA National conference, a panel of advisors of varying ages, discussed how they have succeeded with the tricky task of planning and executing a succession.

Advisory firms should be aware of changes coming to all Facebook’s brand pages on March 30. New functionality should make the pages even more engaging.

At focus11, LPL Financial's national conference held earlier this month, it was clear that social media was clearly more than just a casual "focus" for the 5,000-plus attendees. Along with several well attended sessions, LPL had a station on the exhibit floor dedicated to the topic that enjoyed constant advisor traffic.

Maribeth Kuzmeski, president of Red Zone Marketing, suggests financial advisors should embrace social media to promote themselves and find creative, meaningful ways to differentiate yourself from competitors.

The opening morning of focus11, LPL Financial's national conference, got off to a rocky start Monday as the market took an immediate downturn with news of the Standard and Poor’s downgrade. LPL’s regular research morning call was scheduled onsite, which was perfect, as the advisors got to hear firsthand what LPL’s take was.

Gabriel Garcia, director at Pershing Advisor Solutions, a BNY Mellon company, spoke at the INSITE conference giving advice on how advisors can get more referrals from their existing client base.

The New England Patriots winning three Super Bowl trophies is not all about luck and talent. If businesses apply the same team principles, they too can have their share of winning seasons.

Customer relationship management software can be an advisor's best friend, but experts say most users still aren't getting everything they can out of it to grow their business.

Advisors still have trust hurdles to get over, but that also opens the door for new takeaway high net worth business.

Customer relationship management is more than just an industry buzzword. In fact, for advisors it can be the difference between a profitable business and a really profitable business.

Of the 75 technology companies represented at the T3 Conference, Smarsh and Arkovi are among the companies offering tools to help advisors be active in the space.

“What worked 5 years ago, doesn’t work today,” Peter Montoya told a packed room at Thursday’s T3 conference in Florida.

Marie Swift, the president and CEO of Impact Communications, presented to a room of advisors at the T3 Conference in Florida on how they can maximize their online presence by effectively using social media.