Marketing for Financial Advisors

Updated Saturday, April 19, 2014 as of 7:06 PM ET

Practice - Marketing

The Insured Retirement Institute is stepping up its outreach to financial advisors.

The Institute will launch a financial advisor council this spring, IRI president and CEO Cathy Weatherford said at the organization’s marketing summit in New York City on Monday. The council will be comprised of 16 advisors from around the U.S. drawn from independent, wirehouse and bank wealth management practices. The advisors will serve on a voluntary basis and will be asked to run programs with IRI and provide feedback on how the organization can be more of a resource for advisors. Members of the advisor council will also be invited to speak at IRI conferences on topics such as retirement planning, asset strategies and building lifetime income. more »

More in Marketing

see all

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 »

Advisors: 6 Clever Tricks for LinkedIn

Make the most of your LinkedIn profile by making sure your social media strategies are the strongest they can be. Here are tips collected from several industry experts. more »

Fund Companies Target Ads at Advisors

The asset management industry has stepped up marketing efforts aimed at advisors, hoping to boost both sales and credibility. more »

3 Smarter Ways to Use LinkedIn

A digital presence is now mere table stakes. What you really need is a way to upgrade your social media strategy. Start with these tips. more »

CFP Board Launches Reality TV-Style Ad Campaign

CFP Board ads illustrate difficulties in hiring a legitimate planner; fails to address concerns about its own website. more »

5 Great Ideas for Cool Client Events

Execution for prospecting events is critical, advisors heard during a session that included both tactical tips and specific ideas at the TD Ameritrade Institutional national conference. more »

Partnership Aims to Teach Advisors New Marketing Tricks

When it comes to teaching financial advisors new skills, two instructors may be better than one. more »

Advisor Opportunity? Emerging Millionaires, Study Shows

America's emerging millionaires are well positioned for asset growth but are also in need of more financial planning, according to research released Wednesday by Fidelity. more »

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 »

Slide Shows