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RIA revenue growth on the rise, but smart firms are prepared for it all

October 10, 2018

If this year's Adviser Benchmarking Study had a tagline, it would be “the best defense is a good offense.” The InvestmentNews 2018 Pricing & Profitability Study, sponsored by BNY Mellon's Pershing, paints a positive picture for the advisory...

Why You Needed a Continuity Plan Yesterday

October 4, 2018

When the young advisor received the call that one of his partners had died, he assumed it was the older partner, 35 years his senior. He and his partners had planned for that, purchased life insurance and created agreements for purchasing that...

Why advisers should market philanthropic giving to entrepreneurs

September 19, 2018

Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to...

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...

Host the Perfect Client Event

August 1, 2018

Client events can be a lot of work, and there are many factors that come into play that could determine their success. But they are also a very important part of building your business because they can help you strengthen your relationships...

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"...

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...

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...

Why advisers are turning to Facebook ads to fill seminar seats

July 24, 2018

Financial planning seminars share much in common with the poet Henry Wadsworth Longfellow's curly headed little girl. To paraphrase, when they're done well, they're very, very good — and when they're bad, they're horrid. That's right; most...

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...

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...

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"...

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...

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...

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...

5 ways to make the value of your brand skyrocket

April 28, 2014

Why is it that 30 million people will pay 342 times more for a Swiss brand watch than a $2 Chinese watch — when both of them perform the exact same function of telling time? Huh? Here's a fact. A watch exported from Switzerland costs, on average,...

How to handle a poor online review

April 11, 2014

Financial advisers who receive a negative review online should stay calm and respond, experts said. “Companies are fearful of having negative comments, but oftentimes, you can take that negative comment and turn it around to show you care...

7 ways to ensure your big event doesn’t bomb

February 21, 2014

Earlier this month, the 48th Super Bowl marked only the second time in twenty seasons that the National Football League's No. 1 seeds from each conference met in the league championship game. As the Seattle Seahawks, the top defensive team,...

Advisers star in 'Practice Makeover' video series

February 7, 2014

I'll never forget when Matt Ackermann, digital editor at Investment News, pitched me on his concept for an advisory practice makeover series. It was such an outside-the-box concept that I couldn't help but be intrigued. “Why do practice management...

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