Practice and Client Management News
Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.
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Marketing expert Marie Swift says some advisors are realizing success using todays interactive, real-time web to amplify their voice and position themselves not just as thought leaders but as social creatures on a mission to educate the public on all things financial.
January 23
Impact Communications -
Marketing expert Marie Swift shares some ideas for riding the retirement wave, appealing to allied professionals and building name recognition within specific communities of interest.
January 9
Impact Communications -
Marketing expert Marie Swift says events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with centers of influence.
January 3
Impact Communications -
Active and automatic ways to keep your new prospect pipeline flowing all the time.
January 1 -
This week, marketing expert Marie Swift examines some of the best ways financial advisors can get face time with their clients and qualified prospects.
December 27
Impact Communications -
Even in the digital age, nothing beats the see the people approach. This week, marketing expert Marie Swift shares two advisor success stories and how they are automating the referral process and supplementing their in-person communications with new media.
December 19
Impact Communications -
Marketing expert Marie Swift says financial advisors who publish articles and engage with the press increase their credibility and give clients and potential clients something to talk about.
December 12
Impact Communications