Marketing

When using hashtags for business and thought leadership purposes, there are three best practices to keep in mind.

Our attention spans are growing shorter and competing with multiple devices – often simultaneously. So in order to express an idea that gets noticed and shared, you need to trim your critical points into sound bites.

Solo advisor Dave Grant has been experimenting with Facebook ads for his recently launched practice. Here are some of the lessons he's learned.

Do other planners or professional colleagues know your ideal client profile? You may be missing out on business if they don’t know who to refer to you, says new solo advisor Dave Grant.

Here's how to host an event that builds client business and referrals—without all the awkwardness

Wealth management firms target their young ultra-high net worth investors to strengthen ties to keep the clients for decades.

"Videos often get judged immediately by viewers, and let's be honest -- personal finance videos are not the coolest things to watch," says Dave Grant. Here are some tips to help improve your video marketing.

Most advisors like to think they know a thing or two about marketing, but Dave Grant says he didn’t realized the impact his 3-year old would have had on building his business and its marketing strategy.

One expert predicts that at least half of the top 30 U.S. banks will move advisors to a salary-based compensation system in the next two to three years.

The Milford, Mass.-based bank was drawn to Infinex’s technology and lead generation process.

Growth is a goal -- and a hurdle -- for many firms. So what are advisors doing to attract new business?

HSBC made the switch to align the compensation structure for advisors in the U.S. with those in the rest of the global bank.

Customize your approach to other types of professionals to increase your chances of getting referrals.

Advisors are trying a dizzying variety of compensation plans. Some have been a lot more successful than others.

Financial institutions should develop distinct service offerings for young investors that speak to them at their life stage.

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

Advisors might want to consider brushing up on their foreign language skills if they want to pursue the highly prized millionaire market.

The 12 largest bank broker dealers boosted their revenue by 8% to more than $1.5 billion in 2012, marking the fourth consecutive annual increase.

When you launch your own RIA everything matters. Even the color pink.

"A lot of potential clients are already banking [with Umpqua]. For us, the first priority is to make sure we let them know that we're there," Seattle market leader Elise Fortin said in a telephone interview.