Sales and marketing

According to a report from consulting firm Booz & Co., more than half (51%) of the "rising mass-affluent" say they would consider using their primary bank for investing, compared with only 37% over the age of 50 who said they would.

The more your home page talks about prospects, the more they will want to explore. So stop talking about yourself and talk about what your clients are interested in – themselves and their special needs.

The key to winning millennial clients is to provide more for less—constantly. Here are a few ideas.

The number of women seeking out advisors to help manage their finances has increased greatly, a recent study finds.

It’s all about the story – if you want to attract and retain more women clients an advisor consultant told attendees at the Schwab Impact conference.

Firms need technology resources and budget allocation if they want to create a social media program for their advisors.

Social media marketing is a key component in an effective inbound marketing strategy, but it’s important to capture the right “voice” on your social media sites.

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.