Sales and Marketing

As e-readers have become more popular, publishing technology is now simpler, as well. Here's how to use an e-book to boost your credibility.

Focus partner firms managed $31 billion and advised on another $10 billion, according to their recent ADV filings -- considerably less than the $70 billion in "total client assets" the firm had previously publicized.

Today's advisors must have a robust and engaging digital presence. Here are some tips to help you bring your business into the 21st century.

The key to being quoted accurately - and more often - can be summed up in two words: sound bites. Developing the ability to speak and write in sound bites is essential.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.

Here are 21 simple steps to make 2015 a great year for you, your clients and your business.

"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.

Financial advisors say they want more help developing better practices. Asset management firms are answering the call.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

Alex Vicencio, a financial advisor at Wells Fargo, says that building a business one client at a time was the biggest challenge he faced as an advisor in his 20s.