Wealth Think

Author and consultant Keith Weber says financial advisors need to cater their messages and their services to different generations of clients who have divergent agendas but share many of the same retirement planning concerns.

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.

Business is running smoothly now, but Financial Planning senior editor Donna Mitchell says ARGI Financial had to overcome some operational hurdles — ultimately changing custodians and back-office systems — to get to this point.

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.

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.

Typically, it takes a storm to disengage the autopilot and force advisors into making positive changes in their life. But Steve Sanduski, the Prosperous Advisor, says it’s important for financial advisors to be proactive about improving their lives and their practice before it’s too late.

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?

What is there to do on LinkedIn everyday? As it turns out, there are several powerful free tools that can help advisors market their practices as well as help them search effectively for new clients. Financial Planning senior editor Donna Mitchell says that planners who aren’t taking advantage of these functions (remember: they’re free) probably should be.

Getting started in social media is a lot like getting started in investing. It pays to have a plan. And, much like investment planning, TJ Gilsenan, the Web Savvy Advisor, says social media planning involves assessing where you are now, determining where you want to go and establishing a plan to get there.

Al Davis, the long-time principal owner and general manager of the Oakland Raiders, died last week at age 82. As legacy expert attorneys Andy and Danielle Mayoras point out, estate taxes are huge concern for NFL owners and it appears that Davis, unlike other professional sports owners, made the necessary arrangements to keep the franchise under his heirs’ control.