Sales and Marketing

Advisors Patti Brennan and Judy Rubin offered tips on communicating value to new clients.

During a session titled "Secrets of a Top Producer," Michelle Brennan Hall offered three questions that advisors can use to refine their firms' direction.

'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients.

Each advisor needs a compelling tale to attract new business. Here's how to craft a strong message focused on the ways you best help your clients.

The CFP Board has released two new advertisements for its public awareness campaign -- but is the message clear enough?

During an interview with CNBC on the floor of the New York Stock Exchange, the NBA Hall of Famer praised his advisor -- by name.

How do prospective clients view you online? One online branding expert offers advisors several action items during a T3 session.

Your success as an advisor hinges on the relationships you build with clients. But before you can start, you must first appear to be someone with whom that is possible.

Each of these strategies has been used by one or more elite advisors to generate substantial increases in their performance.

Here are a few of the hard-fought mistakes planners say they've made, and the ensuing lessons they've learned.