Marketing

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

When a prospective client asks, "So, what do you do?" you have 30 seconds to make a great impression. Here's how to respond.

Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.

Books can be great marketing tools, but also time consuming.

The commission's new risk alert focuses on fees and expenses and amplifies its focus on disclosures and compensation structures.

Like selling a car, asset managers can list their products’ specifications, but that isn’t always enough.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Chances are, you’ve never used it — or even noticed it.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

Assume everything you say is on the record, and don’t overshare.

Ross Gerber says he left the firm to avoid its strict oversight of his press interviews and social media.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.

All-in-one marketing tools are trending — but there are pluses and minuses to every platform.

Mobile apps beat out websites, but what’s on the horizon?