Results for "marketing"

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RIA giants rebound

September 8, 2010

The top 50 largest registered investment advisory firms managed $127.2 billion as of the end of the second quarter — up a sizable 16% from the end of the second quarter in 2009. Moreover, the top-50 RIAs averaged close to 3,600 accounts per...

Good news about bad 'customer service'

June 13, 2010

One quote in a story by Jeff Benjamin in our RIA Rundown special report (InvestmentNews, May 31) caught my eye. “This business is about service, and that's why you lose more clients for bad service than you do for bad performance.” Those...

Advisers: How to increase your job satisfaction

May 19, 2010

Nothing is more critical to the career of a financial adviser than the satisfaction that he or she derives from their work. Granted, this can be said of every profession, but a “financial adviser” is one of the few professions that offers...

Financial planners rebuffed by military

May 16, 2010

Thanks, but no thanks. That's the message the U.S. military is sending to financial advisers and groups representing advisers who want to offer free financial planning to active-duty servicemen or women, or their families. Indeed, for much of...

Advisers driving for growth on the golf course

April 25, 2010

When adviser E. Kim Dignum invites clients or prospects out to play the hilly, meandering course at Mira Vista Country Club in Fort Worth, Texas, she obeys her one unspoken rule of golf etiquette: Play to win. “I never throw a round for clients,”...

The most unforgettable commercials from the brokerage and advice industry

April 21, 2010

While financial advisers aren't generally thought of as an artsy crowd, the financial advice industry has actually turned out some of the most memorable television commercials ever to grace the small screen. Granted, advertising agencies concoct...

OpINion online: Sow or reap? That’s the question for advisers

April 21, 2010

My friends at Business Health, an international consulting firm that specializes in financial advisory businesses, recently came out with a report comparing the financial “health” of Australian advisory practices today with their condition...

Social media for the more experienced - Take it to the next level

April 14, 2010

Social-networking sites — including LinkedIn, Facebook, Twitter and Ning — can provide cost-effective ways to improve adviser marketing, share ideas with other advisers and clients, and learn about investing and practice management. As Chris...

Using print media to bolster your brand

March 28, 2010

A few months back, I wrote an article for a financial trade publication on search engine optimization. Before I had received my copy of the issue, I began receiving phone calls, e-mails and voice mails from people stating how much they enjoyed...

Advisers aim to ramp up marketing spending

March 8, 2010

Over the next 12 months, financial advisers expect to funnel their resources on money-generating activities. At the same time, they plan to pare expenses that don't produce revenue. According to the latest Rydex SGI AdvisorBenchmarking survey,...

Rockefeller & Co. comes up with new name, but no new CEO

March 1, 2010

Rockefeller & Co., Inc., the wealth management firm that has been looking for a chief executive since the suicide of CEO James McDonald last fall, has changed its name to Rockefeller Financial. The 125-year-old firm, partly owned by French bank...

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