Sales and Marketing

Caveats aside, advisors can use social media to boost their business and build stronger relationships with clients.

Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.

The asset management industry has stepped up marketing efforts aimed at advisors, hoping to boost both sales and credibility.

A digital presence is now mere table stakes. What you really need is a way to upgrade your social media strategy. Start with these tips.

LinkedIn will not solve all of a financial advisor's marketing challenges, but it provides another arrow in his or her quiver.

To find qualified prospects, get out and speak at local organizations. Here's how to get started.

A well-planned event can help you reach high-level prospects—here's how to turn them into clients.

New “article” pins allow users to share more than just photos and advisors should pay attention.

Are your prospecting events getting the results you want? Here are a few common mistakes that advisors seem to make.

CFP Board ads illustrate difficulties in hiring a legitimate planner; fails to address concerns about its own website.