Sales and Marketing

July 29, 2020 4:39 PM
If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.
4 Min Read
July 23, 2020 12:24 PM
Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.
4 Min Read
March 19, 2020 2:00 PM
Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.
1 Min Read
March 5, 2020 2:00 PM
Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.
1 Min Read
August 16, 2019 5:20 PM
To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.
15 Min Read
By Ivan Levingston
August 15, 2019 10:15 AM
The simple addition of an exclamation mark to the names of some mutual funds led to significant declines in net flows, researchers find.
1 Min Read
August 14, 2019 2:52 PM
Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”
6 Min Read
August 5, 2019 10:32 AM
Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.
3 Min Read
July 19, 2019 9:59 AM
While some firms have been successful at leveraging technology to scale sales and marketing processes, others have failed.
4 Min Read