Wealth Think

If you’ve built a productive advisory practice, you know that the single most important resource for prospective clients is your existing book of clients. Unfortunately, Ken Haman says asking for referrals from your current clients can do more harm than help.

Everything financial advisors wanted to know about LinkedIn, but were afraid to ask.

Twitter is arguably the Internet’s most powerful tool for conducting real-time conversations online. Here are a few reasons to consider using Twitter, and how to make it work in your practice.

Search engine optimization is more than just an industry buzzword. Knowing a little bit about SEO can help financial advisors get the most of their website.

It is vitally important to give clients a technology experience that communicates your message, extends your brand, and makes your firm easy to access, according to Jon Reiners of Orion.

Your IRA Experts answers the question: should a client roll an inherited IRA into a Roth IRA or continue to withdraw the required minimum distributions?

There is a lot of misinformation and misconceptions about Social Security. With the right knowledge, you’ll be able to help your clients as they struggle with their own fears of outliving their money.

What makes you different from other advisors? Why should your ideal clients choose you over all the other advisors they have access to? And is that uniqueness something you developed as part of your marketing plan, or is it who you are?

Financial advisors know there’s a lot of competition in the marketplace today. And they know they need a unique value proposition to help market their services and attract new clients. But creating the right unique value proposition can be a challenge.

As many as two-thirds of organizations are said to be ineffective or inefficient in some capacity. Sometimes the inefficiencies are brought on by laziness -- other times they are the result of a massive corporate scandal.