Sales and marketing

The president of Practice Development Counsel discusses working with multiple generations.

To help busy advisors increase the frequency with which they contact clients, Cetera recently launched a new online marketing solution, Connect2Client. It’s designed to enable advisors to send out emails, paper postcards, newsletters with in-depth articles and a variety of messages, including birthday greetings, on a regular basis.

Marketing expert Marie Swift says financial advisors who embrace videos, podcasts, recorded multimedia presentations and live online meetings can connect and build rapport with clients in a fraction of the time and more cost effectively than ever before.

Five sure-fire steps to making the sale.

Marketing expert Marie Swift says forward-thinking financial advisors are incorporating social media into their marketing plans. Are you doing enough online to remain competitive?

Marketing expert Marie Swift says some advisors are realizing success using today’s interactive, real-time web to amplify their voice and position themselves not just as thought leaders but as social creatures on a mission to educate the public on all things financial.

Marketing expert Marie Swift shares some ideas for riding the retirement wave, appealing to allied professionals and building name recognition within specific communities of interest.

Marketing expert Marie Swift says events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with centers of influence.

Active and automatic ways to keep your new prospect pipeline flowing all the time.

This week, marketing expert Marie Swift examines some of the best ways financial advisors can get face time with their clients and qualified prospects.

Even in the digital age, nothing beats the “see the people” approach. This week, marketing expert Marie Swift shares two advisor success stories and how they are automating the referral process and supplementing their in-person communications with new media.

Marketing expert Marie Swift says financial advisors who publish articles and engage with the press increase their credibility and give clients and potential clients something to talk about.

Marketing expert Marie Swift says creating perceptions in the listener’s mind is an important marketing aspect for financial advisors. A good “elevator speech” is a succinct way to tell your story and distinguish you from others. It's also a way to qualify potential clients and to generate referrals, with an oft-overlooked bonus: confidence.

Marketing professionals are quick to suggest that the best way to find success as a financial advisor is niche marketing. Marketing expert Marie Swift delves into exactly what niche marketing is and why advisors should care.

Marketing expert Marie Swift says the end of the year is a perfect time to review everything in an advisor’s marketing toolkit. This week, she talks about the importance and value of the power bio and the core issues article.

Financial advisors are increasingly interested in hearing from asset managers’ marketing teams in a digital format, accessible via the Web, according to Kasina’s latest FA Vision report, created in conjunction with Horsesmouth.

Marketing expert Marie Swift says its time for bloggers, tweeps, LinkedIn and Facebook addicts to take a timeout and realize that while building a positive online presence is important, it’s also crucial for financial advisors to think about their overall business image.

Many of the nearly 1.6 million nonprofits and charities in the country are in need of advisory services. With assets growing at 8.5%, this group represents a healthy market for advisors looking to grow their client base, according to Gary Price, managing principal at Fund Evaluation Group.

Marketing expert Marie Swift says the “Marketing Ideas, Rapid Fire” session at the recent Garrett Planning Network annual retreat yielded a bunch of winning marketing ideas for financial advisors. Which ones can you or your firm implement right now?

Almost 30% of households with more than $5 million to invest are using four or more advisors.