Results for "marketing"

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Why You Need an Active Social Media Presence

July 1, 2018

It may come as a surprise to some, but social media can play a key role in successfully growing your business. Routinely publishing content on social media platforms will not only help you establish your brand, but it will also help you develop...

SEC censures, fines advisers for Yelp endorsements

July 11, 2018

The Securities and Exchange Commission has charged three advisers for violating the testimonial rule by promoting their business on Yelp. According to separate SEC filings, Jaime Biel, William Greenfield and Brian Eyster hired Leonard Schwartz,...

Video marketing: The 21st century version of judging a book by its cover

May 14, 2018

We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new clients, this is a wonderful truth that very few advisers leverage. In fact, most advisers are marketing their "book"...

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...

Key to turning DIY investors into clients: Get specific

May 1, 2018

Financial advisers looking for new clients might consider fine-tuning their marketing efforts to help them stand out, especially when it comes to wealthy do-it-yourself investors. According to an InvestmentNews Research report, the wealthy DIY...

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...

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...

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...

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...

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....

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...

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...

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...

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 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...

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...

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,...

Top 10 adviser marketing myths

March 26, 2015

As we work with financial advisers throughout the country, we encounter inconsistencies in their thinking about marketing. Since there are few definitive resources on the “right” way to market financial services, it's easy for myths to proliferate....

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'...

Millennials can be a boon to your business

October 12, 2014

The following is an edited transcript of the InvestmentNews webcast, “How to work with Millennials and the next generation of investors,” held Sept. 24. It was moderated by deputy editor Greg Crawford. InvestmentNews: I'm very excited to...

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