Sales and Marketing

A relatively small fraction of financial advisors can speak languages other than English, making multilingual planners a distinctly valuable asset for firms looking to attract and retain clients.

UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial advisors take the same route?

Virtual client meetings have boomed since the COVID-19 pandemic, but advisors say the digital shift is far from over. Here's how virtual advisors are getting ahead of the curve.

When it comes to certain AI tools — like those for content creation — concerns over copyright infringement, bland outputs and more have led some financial advisors to eschew the technology.

LPL Financial is well known to advisors but not necessarily to their clients. A new ad campaign airing this weekend during PGA Championship coverage aims to change that.

The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate of their prospecting materials.

The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional trust, while only 10% were focused on investment management.

Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.

Advisors who have developed a consistent rhythm say preparing ahead of time for periods of volatility can reduce stress in the moment.