Sales and Marketing

Marketing expert Marie Swift says basic seminars are no longer a client magnet. Successful financial planners must be educators, networkers, and online trailblazers. Here are some ideas to get you started.

The online tool analyzes program data against industry averages and best practices drawn from more than 2,800 financial institutions.

Exchange-traded funds are the ultimate better mousetrap. But despite all the benefits they offer, there are some risks as well, partly because institutional investors have rushed in. Are they right for your clients?

Many reasons exist for going paperless, including saving time and reducing clutter.

Marketing expert Marie Swifts says creative events help savvy financial advisors build top-of-mind awareness and relationships that last.

Steve Wershing, "The Referral Doctor," says if advisors want to get referrals, it’s more important to have people remember what kind of service and performance you delivered than to simply have a collection of fans.

Beverly Hills Wealth Management, a wealth management firm serving high-net-worth individuals, families and businesses, announced the hiring of a new marketing director and the launch of its new Public Agency Financial Advisory division.

The FPA and FiPath for Advisors announced a strategic partnership that will allow FPA members to access a variety of online marketing and educational tools.

Marketing expert Marie Swift says that if you believe that your brand of personal advice and investment acumen needs to find its way into the lives of more right-fit clients, stop procrastinating and pick a couple marketing initiatives to start now.

CUSO Financial Services has implemented broker-dealer services and back-office support for TruMark Financial Credit Union, one of the largest credit unions in Pennsylvania.