Libby Dubick
Libby Dubick is president of Dubick & Associates Ltd., a marketing consulting firm for advisers and financial services firms. Connect with her on LinkedIn.
Libby Dubick is president of Dubick & Associates Ltd., a marketing consulting firm for advisers and financial services firms. Connect with her on LinkedIn.
How an in-house questionnaire, client survey and focus group can point you in the right direction.
The Four Seasons cares about delivering high-quality service and the clients can tell they care. If your clients can't say the same about you, consider putting a service plan in place.
A senior executive at a major PR firm recently told me that thought leadership is dead
In life, it is usually best to play to your strengths.
When it comes to developing a marketing strategy, financial advisers should focus on the needs and wants of clients and prospects, as well as their own strengths and weaknesses.
Summer is just around the corner — a time when many financial advisers hold client appreciation events.
Before calling a financial adviser recently, I checked out his website, as I always do to prepare for an interview.
More than their friends, portfolio managers or corporations, investors trust their brokers or financial advisers, according to the first annual U.S. Financial Services Trust Barometer, sponsored by the Edelman public relations firm.
If you would like to use an effective communications technique to win over prospects, retain your best clients and inspire trust, tell a story.
During the worst of the market meltdown, surveys showed that three-quarters of high-net-worth investors were ready to jump ship and find a new adviser.
