Sales and marketing

As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader.

Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the do’s and don’ts for contributing. Here are the three tips to make sure your bloggers succeed.

If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you.

Think you might be bored at your kids' birthday party? Think again. Dave Grant shares three business lessons he learned at his son's recent party.

As desktop publishing has become less and less expensive and more advisors are building brochures to advertise their practices, marketing organizations are encouraging teams to articulate their value proposition to the marketplace. Here are two glaring errors that advisors must avoid.

In a crowded market like financial services, the truly successful professionals are those advisors who can cultivate a fiercely loyal, devoted client base, says advisor marketing guru Maribeth Kuzmeski.

Financial advisors are three times as likely to respond to a sales pitch from an asset manager, broker-dealer, custodian or insurance company when the approach is made in person, according to a new study.

Is your marketing material as effective as it could be? Here are some basic guidelines to help improve your message and practice brochure.

Blogging requires a commitment, but if approached the correct way, it should not be a burden. Here are a few tips that are currently helping solo advisor Dave Grant.

Strategic marketing customized for female clients helped one longtime planner build her own practice up to $100 million in AUM.

Using the latest technology, these advisors have perfected their client touchpoints.

As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.

While an advisor's pitch to clients should be well rehearsed, it also needs to be flexible, says new solo advisor Dave Grant.

Carson's coaching firm, Peak Advisor Alliance and digital content firm, Faulkner Media Group have joined forces to create a new digital content service for advisors.

After just a few months of running his solo practice, advisor Dave Grant has run into a good problem: how to manage a growing list of prospective clients.

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