Sales and Marketing

The CFP Board's abrupt changes of planners' listings on its website and its offer of amnesty to rulebreakers raises questions about previous sanctions.

A great website isn’t so great if no one uses it. On the other hand, if your site is easy to use, it can be your most powerful marketing tool – generating leads, prospects and new clients.

Financial advisors who specialize manage nearly double the client assets of their peers, according to a study of 7,000 advisors conducted by research firm Cerulli Associates.

If you’re breaking off from a larger advisory firm to go it alone, consider a specialty practice, say advisors.

A pair of the country’s largest independent broker-dealers are the first firms to get the new recognition.

Change is coming faster than ever for the bank channel with disruptive technologies and social media altering the landscape in banking and elsewhere. Here are some ways to keep up and enhance your presence online.

Technology has made clients and prospects hungry for information, but are you doing everything you can to satisfy that hunger when a potential client finds your firm online? Here are three ways to enhance your digital brand.

Case studies can be a great way to communicate the reasons a client should work with you -- as long as they want to read all the way to the end.

"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.