Marketing

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

A former client rediscovered this advisor -- and his new specialty -- by searching for advice and finding his blog posts online. Here's how social media can lead to compliments and a real-world payoff.

A bad website or emails with typos will work against you in just the same way as scuffed shoes and a messy desk, says a former advisor and social media expert. Here are three quick ways to put a fresh shine on your social media sites.

How do I balance my personal and professional life online? This is a common social media strategy question among advisors, but it's time to remove the divide.

A graying workforce. A homogenous culture. New technologies. With its future at stake, the wealth management industry is finally confronting its many challenges.

Each branch is unique with different personalities so you need to "crack the code" for each location-the key is to make their lives easier.

The Insured Retirement Institute is planning the launch of an advisor council this spring.

Reluctant advisors are advised to get over their reservations and start extending their marketing efforts to social.

Caveats aside, advisors can use social media to boost their business and build stronger relationships with clients.

Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.

The asset management industry has stepped up marketing efforts aimed at advisors, hoping to boost both sales and credibility.

A digital presence is now mere table stakes. What you really need is a way to upgrade your social media strategy. Start with these tips.

LinkedIn will not solve all of a financial advisor's marketing challenges, but it provides another arrow in his or her quiver.

To find qualified prospects, get out and speak at local organizations. Here's how to get started.

A well-planned event can help you reach high-level prospects—here's how to turn them into clients.