Sales and Marketing

Pay attention to feedback about what works and what is confusing or distracting.

The first 100 days are critical to keeping a new client for life … or watching them jump to a competitor.

In an informal poll, the majority of banks and credit unions have made a definitive decision to no longer accept soft marketing dollars.

Too many advisers have damaging misconceptions about how to get influential people to send clients their way.

Whether it's "The Supernova Advisor" or "Reducing The Risk of Black Swans," these titles will keep planners' literary senses enticed this season.

Months before the law is phased in, "traditional firms are beginning to look more and more" like independents.

Fee-only advisors seek clarification from the DoL on compliance requirements.

A firm contest incentivized about 30 advisers to push lending products to clients and created conflicts of interest, according to officials.

Only 2% of clients refer someone because their adviser asked. Instead, word-of-mouth is the best strategy, and digital marketing is one way to get it.

Doubling revenue within three years can mean taking chances — but that doesn't faze Christopher D. Davidson, a man who jumps out of perfectly good airplanes just for fun.