Marketing

Denika Tokunaga of Maven Wealth Management answered FP’s queries about challenges, opportunities and growing during the coronavirus.

"The game changed in 2020 and there’s a lot we have learned that can potentially skyrocket our success through 2021," writes Chip Munn.

Those with the resources to sort through compliance thickets may be better positioned to take advantage of some long-awaited changes.

No matter how focused you are on a goal, it’s what steps you take towards that goal that determines whether it’s achievable.

Technology can make end-of-year client communications more interactive and engaging.

Long-awaited advertising regulations allow for online testimonials but also increased risk of audits, observers and commissioners say.

“I diverged from the generic ‘dialing for dollars’ path to advancement and set out to learn from entrepreneurs and leaders from books,” writes advisor Chip Munn.

Attorneys, compliance experts and marketers weigh in on the regulator’s first update to advertising compliance in decades.

Funding is getting tighter as advisors look towards marketing automation as an engine for growth.

The same words keep popping up in company titles. Here’s why that may be problematic.

Now, with a flood of day traders entering the market, a memorable moniker could be more valuable than ever.

If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.

Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.

Northwestern Mutual’s practices raise difficult questions about the nature of retail advice just as wealth management faces greater scrutiny under new rules.

Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.

Three things to focus on when you’re starting an RIA.

With clients at home in pajamas, It’s time to go virtual.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.