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Charles Schwab runs TV ads to promote independent, fiduciary advice model

October 16, 2017

Schwab Advisor Services on Monday launched national television advertisements meant to promote the benefits of an independent financial adviser to would-be high-net-worth investor clients. The ads, part of a broader "Independent Difference"...

6 biggest sources of AUM growth at advisory firms

October 13, 2017

Financial advisory firms on average increased their assets under management a total of 16% last year, according to the 2017 InvestmentNews Adviser Compensation and Staffing Study. That total accounts for 6.2% of AUM advisers lost on average...

5 things you must avoid doing on social media

September 7, 2017

Once upon a time (2006), in a land far, far away (California), there lived the man who sent the world's first tweet. "just setting up my twittr," wrote Jack Dorsey, one of Twitter's founders. A lot has changed since then. Twittr is called Twitter....

Should financial advisers invest in social media?

September 5, 2017

Recently, a tenured adviser called me with a dilemma. His younger counterparts wanted him to purchase a social media system that would integrate blogs, posts, tweets and pictures on various platforms (e.g., Facebook, Twitter, LinkedIn and Instagram)....

The 7 secrets of content marketing ​

August 23, 2017

Here's something that happens to me a lot: I finally convince an adviser to try content marketing. Then I have to talk them down off the ledge once they realize the whole world will be able to read everything they publish online. That includes...

Automation: An effective way to enhance marketing success

August 18, 2017

Advisers today are busy. While having to manage a large book of client accounts, they also need to develop effective ways to drive new business. To do this, they may want to create and deliver content designed to educate investors and promote...

Advisers turning to text messages to communicate with clients

August 16, 2017

Financial advisers over the past 12 months have been giving text messaging a fresh look as a method for communicating with clients, in part because email has become a much less effective way to connect. Advisers are recognizing that response...

The character of your content

August 10, 2017

Are your ears ringing? They should be. Because right now, someone you don't know is probably talking about you. Or checking out your profile on LinkedIn. Or reading something you've written, trying to decide how smart you sound. It's 2017, and...

7 of Hollywood's worst Wall Street scoundrels

August 2, 2017

When it comes to Wall Street villains, Hollywood leans hard on the clichés for its fictional characters. The new Netflix series "Ozark" is just the latest example of how the entertainment industry has shone a negative light on the world of finance.

9 ways advisers can attract millennial clients

July 25, 2017

Just because financial advisers are getting older doesn’t mean they can’t continue to connect with the next generation of clients. Douglas Boneparth, president of Bone Fide Wealth, and his wife Heather co-authored the book "The Millennial...

7 marketing ideas for the dog days of summer

July 17, 2017

Practice management experts say that summer, when advisers likely have some extra time on their hands, is a good time to initiate some business development strategies. Here are some ideas from Andrew Klausner, founder of AK Advisory Partners,...

How advisers can make referrals their most effective tool for growth

July 10, 2017

In most professions, like medicine or law, a referral typically comes when someone actively seeks professional help. Someone breaks a leg playing soccer over the weekend, and starts actively asking around for a referral to an orthopedic surgeon....

Don't guess, grade your own social media performance with analytics

June 28, 2017

Sharing social media content is the easy part. When you think about it, anyone can type 140 characters and hit the tweet button, or post a status update on LinkedIn and Facebook. But what happens next? How do you find out if what you shared...

ETF licenses the name of Quincy Jones to draw attention to its fund

June 28, 2017

Quincy Jones is now at the helm of the ETF spaghetti cannon. In a new, potentially quixotic, attempt to stay relevant, distributors of exchange-traded funds are no longer content with branding their products with star investors like State Street...

7 ways advisers are turning off potential clients

June 20, 2017

Financial advisers are likely losing prospects in ways they never thought mattered, but practice management and market experts say these actions can be relationship ending. Matt Matrisian, senior vice president of strategic initiatives at AssetMark,...

Think it's hard to start a new fund? Try marketing it

June 14, 2017

Want to start a new mutual fund? That's the easy part. It's marketing that has gotten tougher. The process of starting a mutual fund may seem daunting: After all, you need to line up custodian banks, push filings through the Securities and Exchange...

How to achieve social media success in 15 minutes or less

May 31, 2017

If you saved money on your car insurance in 15 minutes, congratulations. I needed at least a half-hour, but car insurance is not my specialty. Social media is my specialty, and when I say I can help you be better at it in 15 minutes or less,...

How financial advisers can drive more value into their practices

May 25, 2017

The increasing cost and complexity needed to operate as a financial adviser in today's environment is creating a market ripe for mergers and acquisitions. As costs are climbing and there are greater pressures on fees, margins are being compressed....

Top financial advisers' tips for landing seven-figure clients

May 15, 2017

Financial advisers with high-net-worth clients offer their best advice on how to sell a large client on your firm, and describe what they wish they had known before going into their first meeting with a whale.

8 secrets for advisers before writing that book

May 1, 2017

The fastest way for financial advisers to become an authoritative source is to write a book on their specialty, but the process is fraught with missteps, experts warn. Here are secrets to making it a successful marketing venture from Adam Witty,...

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