Sales and Marketing

When looking to spread the word about mutual funds and other investment strategies to Generation Y Investors, financial services firms should consider new media, according to Cambridge, Mass.-based consulting firm Cogent Research.

Keep new leads coming in by branding yourself as a transition specialist.

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman.

Why is branding so important and how can you build a stronger brand?

Think referrals and cross-selling are tough at your bank? Read how wealth management advisor and financial planner Heidi Schmidt handles them at Internet bank USAA Federal Savings.

Smaller banks cannot afford to support high-density branch networks as economic challenges persist.

Why banks focus more and more on affluent clients — and why they may miss mom and pop investors more than they think.

Improve your practice by drilling down on your innate skills.

Less than half of Gen X consumers (46%) selected retirement as their top reason for saving, with vacation and travel the top choice for 38% of this demographic group.

You have a minute to explain to a busy prosepective client why your firm deserves the business.