Sales and 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.

Marketing expert Marie Swift offers up some tips for advisors looking to restore their creativity, intuition and communications skills.

Marketing expert Marie Swift says niche marketing cannot only help advisors attract significantly more business, but also provide richer opportunities for self-expression.