Sales and marketing

Caveats aside, advisors can use social media to boost their business and build stronger relationships with clients.

Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.

The asset management industry has stepped up marketing efforts aimed at advisors, hoping to boost both sales and credibility.

A digital presence is now mere table stakes. What you really need is a way to upgrade your social media strategy. Start with these tips.

LinkedIn will not solve all of a financial advisor's marketing challenges, but it provides another arrow in his or her quiver.

To find qualified prospects, get out and speak at local organizations. Here's how to get started.

A well-planned event can help you reach high-level prospects—here's how to turn them into clients.

New “article” pins allow users to share more than just photos and advisors should pay attention.

Are your prospecting events getting the results you want? Here are a few common mistakes that advisors seem to make.

CFP Board ads illustrate difficulties in hiring a legitimate planner; fails to address concerns about its own website.

With hedge fund advertising on the way, the impact on the industry and advisors remains unknown.

Execution for prospecting events is critical, advisors heard during a session that included both tactical tips and specific ideas at the TD Ameritrade Institutional national conference.

When it comes to teaching financial advisors new skills, two instructors may be better than one.

Preparing now can position your firm for a tidal wave of success, but failing to understand and adapt to generational differences may create a shock wave for your firm.

America's emerging millionaires are well positioned for asset growth but are also in need of more financial planning, according to research released Wednesday by Fidelity.

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.