Sales and Marketing

Standing out is tough when the crowd is so large-so here are some ways to make yourself unique, build your "brand" and outpace the competition

John Thiel of Merrill Lynch points to Apple's innovative marketing

Here's how to turn inactive clients into productive ones.

It has always been important for advisors to build and manage their brand. But the proliferation and popularity of social media makes minding your online reputation more essential than ever.

Marketing expert Marie Swift says establishing and continually increasing credibility is essential for today’s financial advisors. Here are some tips to help build your reputation and increase your buzz factor.

The independent broker-dealer is betting that grouping women by life events, not their ages, is the better way to reach them.

A three-part plan that enables advisors to go beyond basic financial planning.

Marketing expert Marie Swift says advisors need to be proactive and creative to keep their reservoirs of new business from drying up.

Marketing expert Marie Swift says keeping your client pipeline full is both an art and a science. Here are some three things advisors should be doing now to prevent a dry spell.

Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services. His primary responsibility will be launching enterprise sales and marketing initiatives for the company’s marketing tool for financial advisors, FiPath for Advisors.