Sales and marketing

More and more planners need to start taking advantage of this powerful medium, says social media expert Amy McIlwain, but how?

Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word “retirement.”

Marketing expert Marie Swift explains how an automated process can help you create a conversation and keep the connection alive until your prospects are ready to wade into the water with you.

Marketing expert Marie Swift says social media sites are one of the best places to build and maintain strong relationships with clients and prospective clients. Here are some tips and advice from the recent Women Advisors Forum in New York to build your brand online.

UBS Financial Services Inc. of Puerto Rico and two of its executives have been charged by the SEC with misleading investors and its own financial advisors about the market risks associated with the sales of 23 closed-end mutual funds.

In another move to ramp up its services to affluent and high-net-worth clients, Bank of the West has formed a team dedicated to helping its wealthiest customers with their personal real estate lending needs.

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.

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

John Thiel of Merrill Lynch points to Apple's innovative marketing

Here's how to turn inactive clients into productive ones.

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.

Marketing expert Marie Swift says establishing and continually increasing credibility is essential for today’s financial advisors. Here are some tips to help build your reputation and increase your buzz factor.

The independent broker-dealer is betting that grouping women by life events, not their ages, is the better way to reach them.

A three-part plan that enables advisors to go beyond basic financial planning.

Marketing expert Marie Swift says advisors need to be proactive and creative to keep their reservoirs of new business from drying up.

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.

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 company’s marketing tool for financial advisors, FiPath for Advisors.

Marketing expert Marie Swift offers up some tips for advisors looking to restore their creativity, intuition and communications skills.

Marketing expert Marie Swift says niche marketing cannot only help advisors attract significantly more business, but also provide richer opportunities for self-expression.

Being a problem solver is the key to success.