Sales and Marketing

"Our latest report finds that first-half community bank investment program revenues are the best they've been in seven years," said Michael Anderson of Securities America.

Now that advisors are (finally) allowed to use it, social media is finding its place in the marketing arsenal.

As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader.

Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the do’s and don’ts for contributing. Here are the three tips to make sure your bloggers succeed.

If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you.

Think you might be bored at your kids' birthday party? Think again. Dave Grant shares three business lessons he learned at his son's recent party.

As desktop publishing has become less and less expensive and more advisors are building brochures to advertise their practices, marketing organizations are encouraging teams to articulate their value proposition to the marketplace. Here are two glaring errors that advisors must avoid.

In a crowded market like financial services, the truly successful professionals are those advisors who can cultivate a fiercely loyal, devoted client base, says advisor marketing guru Maribeth Kuzmeski.

Financial advisors are three times as likely to respond to a sales pitch from an asset manager, broker-dealer, custodian or insurance company when the approach is made in person, according to a new study.

Is your marketing material as effective as it could be? Here are some basic guidelines to help improve your message and practice brochure.