Sales and Marketing

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

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.

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.

Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?

When financial advisors consider both the hard-dollar and time investments required to land quality leads, everyone benefits.

In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.

Whether it's AI managing regulations or next-gen tools acting as data scientists, managers say tech will change how they work.

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.

President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.