Marketing for Financial Advisors

Updated Monday, May 20, 2013 as of 4:55 PM ET

Practice - Marketing

How to Attract Business From Non-Traditional Families

NEW YORK -- Non-traditional families can be a profitable niche for advisors, if they know how to market themselves.

Jennifer Hatch, a managing partner at Christopher Street Financial, a fee-based advisory firm that focuses on gay and lesbian couples, told advisors at the Women Advisors Forum on Wednesday that having specialized expertise is critical to gaining clients. more »

More in Marketing

see all

U.S. Bank Heats Up Marketing to Promote High-Net-Worth Business

Amid intense competition for high-net-worth clients, the Private Client Reserve is ramping up its marketing efforts to differentiate itself from rivals. more »

15 Trends Shaping the Advisory Industry

What's next for financial advisors? How will wirehouses, banks and RIAs continue to evolve in the coming year? Tiburon's Chip Roame explains 15 key trends that every advisor must keep an eye on. more »

Gen Y Investors More Receptive To Social Media Marketing: Cogent

When looking to spread the word about mutual funds and other investment strategies to Generation Y Investors, financial services firms should consider new media, according to Cambridge, Mass.-based consulting firm Cogent Research. more »

Advizent Closes, Doomed by Lack of Funding

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman. more »

Live Your Brand 24/7

Why is branding so important and how can you build a stronger brand? more »

Everybody Get Together: Fixing Advisor Conferences

To lure advisors away from their desks for a few days, conferences need to offer more than they do now. Here are a few ideas to deliver a lot more value. more »

Retirement Advisor Confidence Index: Rosier Outlook

Risk tolerance and a growing taste for equities help the January index climb back after two straight declines. more »

Gen X, Gen Y Not Focused on Retirement Saving

Less than half of Gen X consumers (46%) selected retirement as their top reason for saving, with vacation and travel the top choice for 38% of this demographic group. more »

Straight To Video To Reach Clients

Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s the second part of his story. more »

Worth a Thousand Words: Using Video To Help Clients

Advisor Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s part-1 of his story. more »

Youngest Most Eager to Save for Retirement

The group that emerged as the most committed to saving for retirement was the one identified as “Generation DC,” or those under the age of 25. more »

Want to Engage Clients in Retirement Planning? Watch the Words You Use

When people hear “financial planning” or “retirement income,” they tune out. Try using “lifestyle design” instead to get their attention. more »

Know and Market Your Practice

What are the traits of successful advisors and what do they do in their practices to set them apart? Michael Silver of Focus Partners offers insight into the way top advisors think about and market their practices. See more practice management tips in 30 Days 30 Ways to a Better Practice. more »

AdvisorTV