Marketing

One of the keys to engaging clients is addressing topics that are relevant and emotional in order to bridge to longer-term planning concerns, such as the presidential election.

A run-down of the stories in this issue, including how shifting demographics can open new markets; the special needs of gay and lesbian couples; a look at dividend stocks; and Merrill Lynch's deferred compensation settlement.

Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.

Developing a vision and a plan for your business takes focus, collaboration and consistency. And it's how the best performers enhance their success.

More than four in 10 investors (41%) view themselves as "very inexperienced" with investing, up from 27% last year.

As PenFed moves investment program back to former third-party marketer CFS, it sets sights on previous AUM mark of $250 million.

Planners who structure their practices in a way that compels their best clients to mention them to friends and family will enjoy a steady stream of right-fit business.

Advisors should work to become the first name people in a particular market think of when they need a certain type of product, service or expertise. Being a "local/vocal name" can set you apart from other financial advisors and help you gain market share, according to marketing expert Marie Swift.

A few simple steps will help you meet the money management needs of each customer.

European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds.

The experience is aimed at strengthening client's ties to their advisor and trust in the firm

They may seem overwhelming to plan, but marketing events can be very effective to thank existing clients or find new ones.

New tools to help bank advisors are getting top billing at LPL Financial's annual Focus Conference. But a key new hire to help in those efforts may not be announced officially until the three-day conference is over.

Marketing expert Marie Swift says basic seminars are no longer a client magnet. Successful financial planners must be educators, networkers, and online trailblazers. Here are some ideas to get you started.

The online tool analyzes program data against industry averages and best practices drawn from more than 2,800 financial institutions.

Exchange-traded funds are the ultimate better mousetrap. But despite all the benefits they offer, there are some risks as well, partly because institutional investors have rushed in. Are they right for your clients?

Many reasons exist for going paperless, including saving time and reducing clutter.

Marketing expert Marie Swifts says creative events help savvy financial advisors build top-of-mind awareness and relationships that last.

Steve Wershing, "The Referral Doctor," says if advisors want to get referrals, it’s more important to have people remember what kind of service and performance you delivered than to simply have a collection of fans.

Beverly Hills Wealth Management, a wealth management firm serving high-net-worth individuals, families and businesses, announced the hiring of a new marketing director and the launch of its new Public Agency Financial Advisory division.