Marketing for Financial Advisors

Updated Friday, August 1, 2014 as of 10:47 PM ET

Practice - Marketing

How Community Banks Can Win the War for Millennials

The race is on for community banks to successfully attract younger adults as customers.

Banks are beginning to fully grasp that millennials — generally considered those born between the early 1980s and the early 2000s — have different preferences when it comes to financial products than previous generations, industry observers said. more »

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D.A. Davidson 80 Years Later: New Brand, Poised for Growth

D.A. Davidson gets a facelift as the regional firm nears its 80th anniversary and enters a new period of growth. more »

14 Ways to Woo the Wealthy

Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients. more »

Social Media Smarts: 2 Tips for Success

To best leverage social media in their practice, advisors need to familiarize themselves with their firms' compliance rules and get a little personal on their social media accounts. more »

To Improve Your Branding, Personalize a Practice

Advisors can enhance their branding by personalizing their practice more. Here are some ways to develop your personal approach. more »

Advisor Gets Lifetime Ban, Nearly $1M Fine Over Ad Footnotes

'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli. more »

Mature TPM Industry Looks For Organic Growth

Growth opportunities for broker-dealers in the bank channel will come from within. Instead of seeking unprogrammed banks, they will focus on increasing their existing ranks and expanding their share of clients’ business. more »

New Power Broker: Q&A With Nicholas Schorsch

By snapping up a series of independent B-Ds in quick succession. the RCS Capital executive chairman has instantly made himself an industry player. He talks to Financial Planning about his plans. more »

Client Events Need Just the Right Touch-Here's How

Advisors who host an event to lure the well-heeled often end up being disappointed. Here are six steps to do it right. more »

Merrill Lynch Rethinks How to Engage With Baby Boomer Clients

Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning. more »

Former Wirehouse Manager Wants to Help Advisors Go Independent

Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors. more »

Smarter Ways to Market to Female Clients

Looking beyond widowhood and divorce, advisors are missing opportunities to market their services to female clients. more »

IRI to Launch Advisor Council

The Insured Retirement Institute is planning the launch of an advisor council this spring. more »

Social Media for Advisors: How to Get Started

Reluctant advisors are advised to get over their reservations and start extending their marketing efforts to social. more »

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