Subscribe

Relocating to the ‘land of brand’

Marketing messages do count: What potential clients perceive drives their reality

An out-of-towner drove his car into a ditch in a rural area. Luckily, Farmer Jones came to help with his horse, Hobo. Farmer Jones hitched Hobo up to the car and yelled, “Pull, Nellie, pull!” Hobo didn't move a muscle. Then Farmer Jones hollered, “Pull, Buttercup, pull!” Again, Hobo didn't m

Subscribe or log in to read the rest of this content.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

6 ways to show clients you care

How about making emails more interesting with videos? Or providing clients' children with financial literacy training via a virtual investing group?

Investment management outsourcing delivers greater client-service impact

Outsourcing investor management helps advisers to deliver a stronger, more holistic service.

Prepare for the dreaded drawdown

Take steps now to soften the impact on your bottom line as your boomer clients spend their assets.

Relocating to the ‘land of brand’

Marketing messages do count: What potential clients perceive drives their reality

Five mistakes when passing the baton

Working with advisers over the years, I've seen firsthand how creating and executing a solid succession plan can be fraught with pitfalls

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print