Sales and marketing

Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s the second part of his story.

Advisor Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s part-1 of his story.

The group that emerged as the most committed to saving for retirement was the one identified as “Generation DC,” or those under the age of 25.

When people hear “financial planning” or “retirement income,” they tune out. Try using “lifestyle design” instead to get their attention.

The Marketing Maven offers marketing insights from the Ladenburg Institute of Women and Finance Symposium

Financial advisors in the bank channel often talk about “leveraging” their branch’s tellers and lenders to build their client books. But it’s the rare bank investment program that effectively ends up partnering with other bank units. Kim Burdick, senior vice president and group executive for community banking at Fremont Bank in Fremont, Calif., thinks he knows the reason. …

From bank tellers to senior management and bank owners, Fremont Bank's Susan Lyle and Adam Nieto make the elusive idea of cross-selling a reality.

Deploy a strategy that runs itself and thrills your clients, allowing you to provide better service with less effort.

Gen X and Gen Y investors account for one-third of all Americans with more than $100,000 in investable assets, up from 20% in 2010.

A winning marketing strategy takes more than understanding your target market, creating a value proposition that will attract ideal clients, communicating well, and delivering on your promises. It takes courage. That's one reason why so few business owners, including financial advisors, are effective marketers.

The average production at wirehouses is 40% higher than that of banks, and yet those advisors don't have an existing customer base. Why is that?

How to craft a business strategy that will keep you on track in the New Year.

Many woman advisory firms are missing a big opportunity.

TD Ameritrade Institutional's Aggressive Recruiting

More than half (55%) of Americans age 53 – 65 say they plan to continue working full-time as long as their health permits, up from 51% last year.

Virtually every independent financial advisor practice has a web page, and while an increasing number of advisors are seeking to make better use of other digital platforms such as Facebook, Twitter and LinkedIn, far too many still do not have a coherent digital marketing plan in place to complement their overall marketing strategy.

Many financial advisors become so entrenched in the daily routine of responsibility, duties and heavy workloads that they fail to adequately plan for the ongoing success of their business. As we turn the corner from this year to the next, marketing expert Marie Swift invites you to take a “planning break” with specific exercises to determine laser-focused goals and a viable plan of attack.

What every advisor should know about government insurance to better serve clients.

Inefficiencies in account opening irk advisors and potential clients alike.

Anthony DeChellis, Credit Suisse's CEO of Private Banking Americas, has big plans for hiring and expanding assets.