Marketing

If you asked your clients to describe you and your practice in two sentences, would you like what they have to say? Would they even be able to describe you or your practice in two sentences?

Clients are wary of working with young advisors. Here's how to win them over.

A revised chart helps explain returns and highlights the greatest challenges for diversified investors.

Financial institutions need to tread lightly; it's very easy to miss the mark when offering loans and related services to women.

Some advisors question the time, energy and creativity involved in blogging, but here are some ways it's helping solo advisor Dave Grant's practice.

According to a report from consulting firm Booz & Co., more than half (51%) of the "rising mass-affluent" say they would consider using their primary bank for investing, compared with only 37% over the age of 50 who said they would.

The more your home page talks about prospects, the more they will want to explore. So stop talking about yourself and talk about what your clients are interested in – themselves and their special needs.

The key to winning millennial clients is to provide more for less—constantly. Here are a few ideas.

The number of women seeking out advisors to help manage their finances has increased greatly, a recent study finds.

It’s all about the story – if you want to attract and retain more women clients an advisor consultant told attendees at the Schwab Impact conference.

Firms need technology resources and budget allocation if they want to create a social media program for their advisors.

Social media marketing is a key component in an effective inbound marketing strategy, but it’s important to capture the right “voice” on your social media sites.

The segment may be ready to equal or even surpass its high-net-worth peers in appeal to the financial planning industry.

Markets are pretty efficient in the long-term but can be wildly inefficient in the short-term. And the short-term is where advisors can provide value to clients.

Wells Fargo President and CEO Danny Ludeman discusses the challenges of marketing and winning new business.

The CFP Board's abrupt changes of planners' listings on its website and its offer of amnesty to rulebreakers raises questions about previous sanctions.

A great website isn’t so great if no one uses it. On the other hand, if your site is easy to use, it can be your most powerful marketing tool – generating leads, prospects and new clients.

Financial advisors who specialize manage nearly double the client assets of their peers, according to a study of 7,000 advisors conducted by research firm Cerulli Associates.

If you’re breaking off from a larger advisory firm to go it alone, consider a specialty practice, say advisors.

A pair of the country’s largest independent broker-dealers are the first firms to get the new recognition.