Updated Friday, December 19, 2014 as of 7:58 AM ET
Save Your Business From Bad Client Gifts
Advisors risk throwing away business with a throw-away holiday client gift. Here's a list -- worth checking twice -- of what to avoid when deciding upon holiday greetings and gifts to send to clients.
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"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts. more »
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The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry. more »
Alex Vicencio, a financial advisor at Wells Fargo, says that building a business one client at a time was the biggest challenge he faced as an advisor in his 20s. more »
The Women Advisors Forum in Chicago brought advisors and industry leaders together to talk about topics such as boosting assets and women's participation in the business. Here are some of the smartest comments heard at the conference. more »
Financial advisors share their best social media practices. Which ones are you using? more »
Want to connect with millennial clients? Here's how – and why. more »
When hosting a client event, a strategic seating chart can place prospects next to your biggest fans. more »
A growing number of advisors are using coaching services to help realize their dreams of becoming authors. more »
Less than 1% of young people say they want financial services providers to contact them through social media, according to new research by BNY Mellon. more »
In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success. more »
Wealth management firms are positioning themselves to meet rising demand from millennial investors who want to better align their investments with their values. more »
HomeTrust Bank faced a legal challenge from HomeTown Bank after it entered southwestern Virginia. The now-resolved dispute serves as a reminder that banks must be aware of branding challenges when they enter new markets. more »
The December Issue is now online!


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