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Many advisors will say they grow via referrals. Fine, but how often do you really get a big referral? In the meantime, here are some other ways to grow your practice.
May 1 -
Standing out is tough when the crowd is so large-so here are some ways to make yourself unique, build your "brand" and outpace the competition
May 1 -
John Thiel of Merrill Lynch points to Apple's innovative marketing
May 1 -
Here's how to turn inactive clients into productive ones.
May 1 -
It has always been important for advisors to build and manage their brand. But the proliferation and popularity of social media makes minding your online reputation more essential than ever.
April 23
Impact Communications -
Marketing expert Marie Swift says establishing and continually increasing credibility is essential for todays financial advisors. Here are some tips to help build your reputation and increase your buzz factor.
April 9
Impact Communications -
The independent broker-dealer is betting that grouping women by life events, not their ages, is the better way to reach them.
April 3 -
A three-part plan that enables advisors to go beyond basic financial planning.
April 1 -
Marketing expert Marie Swift says advisors need to be proactive and creative to keep their reservoirs of new business from drying up.
March 28
Impact Communications -
Marketing expert Marie Swift says keeping your client pipeline full is both an art and a science. Here are some three things advisors should be doing now to prevent a dry spell.
March 19
Impact Communications -
Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services. His primary responsibility will be launching enterprise sales and marketing initiatives for the companys marketing tool for financial advisors, FiPath for Advisors.
March 14 -
Marketing expert Marie Swift offers up some tips for advisors looking to restore their creativity, intuition and communications skills.
March 13
Impact Communications -
Marketing expert Marie Swift says niche marketing cannot only help advisors attract significantly more business, but also provide richer opportunities for self-expression.
March 7
Impact Communications -
Being a problem solver is the key to success.
March 1 -
The president of Practice Development Counsel discusses working with multiple generations.
March 1 -
To help busy advisors increase the frequency with which they contact clients, Cetera recently launched a new online marketing solution, Connect2Client. Its designed to enable advisors to send out emails, paper postcards, newsletters with in-depth articles and a variety of messages, including birthday greetings, on a regular basis.
February 15 -
Marketing expert Marie Swift says financial advisors who embrace videos, podcasts, recorded multimedia presentations and live online meetings can connect and build rapport with clients in a fraction of the time and more cost effectively than ever before.
February 13
Impact Communications -
Five sure-fire steps to making the sale.
February 1 -
Marketing expert Marie Swift says forward-thinking financial advisors are incorporating social media into their marketing plans. Are you doing enough online to remain competitive?
January 30
Impact Communications -
Marketing expert Marie Swift says some advisors are realizing success using todays interactive, real-time web to amplify their voice and position themselves not just as thought leaders but as social creatures on a mission to educate the public on all things financial.
January 23
Impact Communications



