Marketing for Financial Advisors

Updated Saturday, March 8, 2014 as of 1:33 PM ET

Practice - Marketing

You already know that social media is among the newest ways to create a platform for attracting a steady stream of ideal clients. But do you know how to use social media to actually get results and bring new business to your doorstep?

A web presence is now mere table stakes: Any prospective clients who are considering working with you will start by conducting an Internet search; without one, it will be almost as if you do not exist. But to successfully draw in qualified affluent clients, you need to go beyond a basic website. You need to use the Internet to position yourself as an authority and expert in the needs of your target clients, and to convey your message through networks of fellow professionals and prospective clients. more »

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5 Great Ideas for Cool Client Events

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Partnership Aims to Teach Advisors New Marketing Tricks

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Advisor Opportunity? Emerging Millionaires, Study Shows

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New Way to Understand Portfolio Performance

A revised chart helps explain returns and highlights the greatest challenges for diversified investors. more »

More Female Investors Using Advisors, Survey Finds

The number of women seeking out advisors to help manage their finances has increased greatly, a recent study finds. more »

Story-Telling Critical to Attract Women Clients

It’s all about the story – if you want to attract and retain more women clients an advisor consultant told attendees at the Schwab Impact conference. more »

CFP Board's 'Fee-Only' Crackdown

The CFP Board's abrupt changes of planners' listings on its website and its offer of amnesty to rulebreakers raises questions about previous sanctions. more »

Specialist Advisors Get Twice as Many Assets, Study Finds

Financial advisors who specialize manage nearly double the client assets of their peers, according to a study of 7,000 advisors conducted by research firm Cerulli Associates. more »

Make a Specialized Practice Pay Off

If you’re breaking off from a larger advisory firm to go it alone, consider a specialty practice, say advisors. more »

2 Big IBDs to Get New Women's Choice Award

A pair of the country’s largest independent broker-dealers are the first firms to get the new recognition. more »

Editor's Note: How Advisors Build Knowledge

As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader. more »

To Market Effectively, Advisors Must Stand Out, Not Just Be Better

In a crowded market like financial services, the truly successful professionals are those advisors who can cultivate a fiercely loyal, devoted client base, says advisor marketing guru Maribeth Kuzmeski. more »

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