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.

Financial advisors are three times as likely to respond to a sales pitch from an asset manager, broker-dealer, custodian or insurance company when the approach is made in person, according to a new study.

Senior executives with leadership experience and strong sales skills in high demand as current advisors look to retire.

Is your marketing material as effective as it could be? Here are some basic guidelines to help improve your message and practice brochure.

Blogging requires a commitment, but if approached the correct way, it should not be a burden. Here are a few tips that are currently helping solo advisor Dave Grant.

Sometimes it pays to build walls in the wealth management industry—as long as they keep competitors out and clients in.

If you have clients who are struggling with the regular investment goals you’ve designed for them, and just can’t seem to understand where the problem might lie, it could be time to ask this question.