Sales and Marketing

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

When a prospective client asks, "So, what do you do?" you have 30 seconds to make a great impression. Here's how to respond.

Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.

Books can be great marketing tools, but also time consuming.

The commission's new risk alert focuses on fees and expenses and amplifies its focus on disclosures and compensation structures.

Like selling a car, asset managers can list their products’ specifications, but that isn’t always enough.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.