Marketing

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.

Change is coming faster than ever for the bank channel with disruptive technologies and social media altering the landscape in banking and elsewhere. Here are some ways to keep up and enhance your presence online.

Technology has made clients and prospects hungry for information, but are you doing everything you can to satisfy that hunger when a potential client finds your firm online? Here are three ways to enhance your digital brand.

Case studies can be a great way to communicate the reasons a client should work with you -- as long as they want to read all the way to the end.

"Our latest report finds that first-half community bank investment program revenues are the best they've been in seven years," said Michael Anderson of Securities America.

Now that advisors are (finally) allowed to use it, social media is finding its place in the marketing arsenal.

As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader.

Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the do’s and don’ts for contributing. Here are the three tips to make sure your bloggers succeed.

If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you.

Think you might be bored at your kids' birthday party? Think again. Dave Grant shares three business lessons he learned at his son's recent party.

As desktop publishing has become less and less expensive and more advisors are building brochures to advertise their practices, marketing organizations are encouraging teams to articulate their value proposition to the marketplace. Here are two glaring errors that advisors must avoid.

In a crowded market like financial services, the truly successful professionals are those advisors who can cultivate a fiercely loyal, devoted client base, says advisor marketing guru Maribeth Kuzmeski.

Financial advisors are three times as likely to respond to a sales pitch from an asset manager, broker-dealer, custodian or insurance company when the approach is made in person, according to a new study.