Marketing

Updated Monday, May 20, 2013 as of 2:07 AM ET

Practice - Marketing

How to Attract Business From Non-Traditional Families

NEW YORK -- Non-traditional families can be a profitable niche for advisors, if they know how to market themselves.

Jennifer Hatch, a managing partner at Christopher Street Financial, a fee-based advisory firm that focuses on gay and lesbian couples, told advisors at the Women Advisors Forum on Wednesday that having specialized expertise is critical to gaining clients. more »

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U.S. Bank Heats Up Marketing to Promote High-Net-Worth Business

Amid intense competition for high-net-worth clients, the Private Client Reserve is ramping up its marketing efforts to differentiate itself from rivals. more »

Top 10 Branch Managers of the Year

This year's top branch managers found a way to succeed during the most challenging times. more »

Younger Clients Need More Direct Contact from Advisors

Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey. more »

Ways to Keep Employees Engaged

Managing staff isn't easy. People don't change and you can't change someone either before or after you've hired them. more »

Gen Y Investors More Receptive To Social Media Marketing: Cogent

When looking to spread the word about mutual funds and other investment strategies to Generation Y Investors, financial services firms should consider new media, according to Cambridge, Mass.-based consulting firm Cogent Research. more »

The Grand Slam Referral System

Keep new leads coming in by branding yourself as a transition specialist. more »

Advizent Closes, Doomed by Lack of Funding

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman. more »

Live Your Brand 24/7

Why is branding so important and how can you build a stronger brand? more »

Lead with Your Strengths

Improve your practice by drilling down on your innate skills. more »

How to Attract New Business

You have a minute to explain to a busy prosepective client why your firm deserves the business. more »

Gen X, Gen Y Not Focused on Retirement Saving

Less than half of Gen X consumers (46%) selected retirement as their top reason for saving, with vacation and travel the top choice for 38% of this demographic group. more »

Straight To Video To Reach Clients

Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s the second part of his story. more »

Worth a Thousand Words: Using Video To Help Clients

Advisor Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s part-1 of his story. more »

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