Don’t wait for journalists to come to you -- use social media to go to them.
“When journalists cover a breaking news item, they’re looking for someone who can provide them with credible information about the news event and a new perspective related to that event,” says Marie Swift, founder of advisor marketing firm Impact Communications.
“Many journalists now have their own Twitter feeds and, if attentive, you can see trending topics or possible story opportunities for which you could serve as a resource.”
Staying on top of Twitter, connecting the dots and finding opportunities to showcase your knowledge helps open more doors to potential clients.
“The ability to interpret the news event’s impact and future implications is a sought after commodity, but a fast intelligent response is required.” Swift says. “Responding 24 to 48 hours later means you missed the boat.”
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Many retirement savers will have no trouble choosing between an IRA or a trust. But experts say there are some important factors that add complication to the decision.
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Gary Carrai draws on his previous experiences as a financial advisor to recognize what sorts of technical advances are most likely to be useful to LPL advisors and clients — and how much change they can tolerate at once.
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In his new role at Wells Fargo, Andre Mansour is harnessing his Google experience to bring efficient, meaningful systems that assist both advisors and clients.
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Median sale prices for RIAs have long been ticking upward. But some valuation experts argue that impending retirements could lead to an oversupply of firms on the market — and lower price tags.
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Financial advisors and their clients must prepare for the possibilities of a stock downturn, unexpected early retirement, long-term care and inflation, experts say.
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Raising firm fees — whether under a flat-fee or AUM model — is essential to maintaining a profitable RIA. Wealth advisors shared how they were able to increase prices and revenue with little client turnover.
June 18









