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Break out of your comfort zone to find real business success

March 26, 2018

Once people expand their thinking around what it takes to build their success, the benefits seem to flow. So why do so many advisers — even the most successful among you — still settle for so much less than is possible? The answer is mindset....

Social media all-stars of the financial advice community

March 24, 2018

President Donald J. Trump isn't the only one using tweets to rock the world these days. These advisers and other professionals who are influential in the financial planning domain are blogging, posting and tweeting their way to the heights of...

6 ways to leverage tax reform in your marketing strategy

March 26, 2018

After months of deliberation, our government passed the largest tax overhaul in over 30 years: the Tax Cuts and Jobs Act of 2017. Whether you agree with the changes or not, the public will need advice on how to manage their finances under the...

The 10 videos advisers watched most in 2011

December 19, 2011

Financial advisers have begun to incorporate video into their marketing as a key client communication and business development tool. At InvestmentNews, we've more than doubled the number of videos that we produced in 2011 in an attempt to provide...

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...

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"...

William Galvin fines Securities America over radio ads

December 27, 2017

Massachusetts' securities regulator has fined Securities America $125,000 in connection with failure to supervise one of its agents whose radio advertising campaign allegedly used the dangers of Alzheimer's disease to gain access to seniors'...

David Bach wants to turn RIAs into 'local celebrities'

December 13, 2017

Can aggressive marketing be the foundation of a financial advisory firm's growth strategy? David Bach believes it can, and he's marketing his own firm to prove it. Mr. Bach, co-founder of AE Wealth Management, thinks too many smaller advisory...

Reaching out to Generation X and Y investors

January 16, 2011

With so much attention focused on baby boomers, it is easy to forget about the investment needs of the tens of millions of members of Generation X (roughly 34 to 45 years old) and Generation Y (16 to 33). It turns out that these younger investors...

Hampered by firms, most advisers rely on self-marketing

November 14, 2010

Financial advisers seeking to improve their relationships with clients following the recession find themselves battling their own firms, according to a new survey. Advisory firms often block advisers from using social media that could help them...

Pepsi's Kendall Jenner TV ad misstep could happen to advisers

April 7, 2017

Pepsi's response to the outcry this week over its television ad featuring Kendall Jenner and protesters offering a soda to police is a reminder to advisory firms of the benefits of having a crisis communications plan. Communication professionals...

How to balance marketing and compliance

December 1, 2017

As InvestmentNews noted in its Sept. 14 article, the Securities and Exchange Commission issued a risk alert based on the results of a 2016 exam (The Touting Initiative) that focused on common marketing and compliance missteps. The findings prompt...

Expedite your sales with an organizational revamp

April 18, 2017

Jenny, an adviser at a $350 million financial planning firm in Southern California is a highly prolific networker in her community. She attends charity events, belongs to multiple boards, is heavily involved at her church, has recently been...

Fross brothers must pay fired partner $1 million

November 28, 2017

Arbitrators awarded a former partner at an adviser marketing firm more than $1 million and found fault in the way the other partners fired him, but both sides claimed victory in the case. In a Nov. 27 decision, an American Arbitration Association...

Top-earning advisers aim to become industry thought leaders

November 22, 2017

In a study conducted last year by iCapital Network with more than 800 advisers about their day-to-day business activities and ongoing practice development strategies, we learned that top-earning advisers – those consistently earning $1 million...

How financial advisers can write and promote a book

September 6, 2016

Writing a book can do big things for financial professionals. Books reinforce the credibility of the author and can help establish the author as a thought leader and authority figure in the eyes of potential clients, plus it gives you an invaluable...

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...

Hire a PR firm or be a do-it-yourselfer? Questions advisers should ask

September 4, 2015

The financial media is becoming ever more fragmented, with new platforms and titles offering opportunities for advisers to have their voices heard. Inevitably, public relations and media outreach come up as firms craft their marketing plans,...

5 ideas from RIA marketing mavens

May 27, 2015

“I grow my business through referrals.” I hear that all the time from financial advisers. And yes, referrals are a great way to grow your business — but only up to a point. Those of you who want to accelerate your growth rate and create...

Three tips for overcoming nervousness when speaking in public

April 13, 2016

If you want to become a successful financial adviser, there's no way around it. At some point you're going to have to get up in front of a room of people and deliver a talk. There might only be five or 10 people in the room. Or there might be...

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