Sales and Marketing

Financial institutions need to tread lightly; it's very easy to miss the mark when offering loans and related services to women.

Some advisors question the time, energy and creativity involved in blogging, but here are some ways it's helping solo advisor Dave Grant's practice.

According to a report from consulting firm Booz & Co., more than half (51%) of the "rising mass-affluent" say they would consider using their primary bank for investing, compared with only 37% over the age of 50 who said they would.

The more your home page talks about prospects, the more they will want to explore. So stop talking about yourself and talk about what your clients are interested in – themselves and their special needs.

The key to winning millennial clients is to provide more for less—constantly. Here are a few ideas.

The number of women seeking out advisors to help manage their finances has increased greatly, a recent study finds.

It’s all about the story – if you want to attract and retain more women clients an advisor consultant told attendees at the Schwab Impact conference.

Firms need technology resources and budget allocation if they want to create a social media program for their advisors.

Social media marketing is a key component in an effective inbound marketing strategy, but it’s important to capture the right “voice” on your social media sites.

The segment may be ready to equal or even surpass its high-net-worth peers in appeal to the financial planning industry.