Sales and Marketing

Developing a vision and a plan for your business takes focus, collaboration and consistency. And it's how the best performers enhance their success.

More than four in 10 investors (41%) view themselves as "very inexperienced" with investing, up from 27% last year.

As PenFed moves investment program back to former third-party marketer CFS, it sets sights on previous AUM mark of $250 million.

Planners who structure their practices in a way that compels their best clients to mention them to friends and family will enjoy a steady stream of right-fit business.

Advisors should work to become the first name people in a particular market think of when they need a certain type of product, service or expertise. Being a "local/vocal name" can set you apart from other financial advisors and help you gain market share, according to marketing expert Marie Swift.

A few simple steps will help you meet the money management needs of each customer.

European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds.

The experience is aimed at strengthening client's ties to their advisor and trust in the firm

They may seem overwhelming to plan, but marketing events can be very effective to thank existing clients or find new ones.

New tools to help bank advisors are getting top billing at LPL Financial's annual Focus Conference. But a key new hire to help in those efforts may not be announced officially until the three-day conference is over.