Results for "marketing"

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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...

For greater Twitter reach in finance, try quality over quantity

January 29, 2016

It used to be that Twitter users were focused mostly on getting the highest number of account holders to follow their string of tweets. While a certain bulk of followers will always be important, it takes more than just a mass following to be...

Why investing in local, SEO-driven adviser websites is the new priority

June 23, 2015

For years, companies have focused on optimizing their corporate websites to show off their brands. Fortune 500 companies spend billions of dollars each year on brand marketing and a lot of their digital traffic is driven toward company websites....

Five financial firms up for first corporate award from Invest in Others

August 12, 2015

The Invest in Others Charitable Foundation and InvestmentNews have recognized five financial services firms for their charitable contributions, choosing them as finalists for the foundation's first-ever Corporate Philanthropy Award. Commonwealth...

Wells Fargo makes new attempt to repair its brand

January 25, 2019

Wells Fargo & Co. continues to try to spiff up its tattered brand, introducing a new marketing campaign Friday that will include a new look in promotional materials, including business cards and PowerPoint templates, used by 13,968 financial...

Independent advisory firms plan to increase digital marketing budgets this year

March 15, 2019

Over the past 10 years, independent advisory firms have slowly integrated new technology solutions into their business models. Most firms now have their core tech stack in place: 85% are using a CRM system to manage customer relationships; 83%...

How to become a more referable adviser

March 30, 2015

Client referrals are a vital component of growth for all businesses, especially financial advisory practices. If a client likes a product or service and believes in the company behind it, he or she will probably tell someone else. However, clients...

InvestmentNews 40 Under 40 now taking nominations for 2015 awards

March 2, 2015

Before you think InvestmentNews' 40 Under 40 project is just another nomination, award or list, I have news for you: It is more than that. Why, you may ask? Take it from someone who was chosen for the inaugural class last year. In my experience,...

Using your imagination to help you move your book to a new firm

November 19, 2014

Wouldn't it be great if you just could curl up on a yoga mat, close your eyes, repeat your favorite mantra and magically transport client assets to your new firm? Well, I'm not suggesting that you can move your book so easily. But advisers can...

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...

Personal client communication shows your value

December 12, 2017

Why do clients fire their adviser? Is it for lack of performance? Bad service? Most advisers suffer the disappointment of being let go by a client at some point—a blow often followed by weeks of agonizing, trying to figure out what went wrong....

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...

Betting on your business, the best odds in the house

July 23, 2014

Imagine you just stepped off a plane into the hot desert air of Las Vegas. As you drive down the Strip, you can already feel the excitement and anticipation growing. After checking into your hotel, you decide to try your luck at the slot machines....

Time to take a fresh look at how much you charge clients

June 26, 2014

Should there be a pricing paradigm change in private wealth management? The model for delivering advice in the private wealth space has seen tremendous change this century. The expansion in the independent channels has been quite acute, with...

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...

The three levels of community involvement and how they can pay off

April 18, 2014

About two decades ago, my business partner and I were having a discussion about the growth of our company when the conversation drifted to the volunteer work we'd been doing. At some point, we both came to the realization that our involvement...

Advisers need younger clients, but aren't reaching out: Survey

February 4, 2014

Despite recognizing that wooing younger clients is vital to the longevity of their businesses, most advisers aren't making any effort to do so. Six in 10 advisory firms don't have any strategy in place to court younger clients, according to...

Who's your dream client? Time to figure it out

December 12, 2013

Three-quarters of advisers can't clearly describe who their ideal client is and that could be hurting their business, according to a Financial Planning Association report issued Wednesday. Only 25% of financial advisers have formally defined...

Generating client leads online: Give it away

November 1, 2013

Here's some simple advice for advisers hoping to generate leads online: Free stuff rocks. Despite many advisers' fears that giving away too much information on the web will hurt their business, Brittney Castro, founder and chief executive of...

Adviser using her business skills in the statehouse

September 11, 2013

As Ohio struggled with high unemployment and a decline in education funding, and contemplated raising property taxes to close budget gaps, Heather Bishoff thought she could help her state navigate what looked to her like a perfect storm. So...

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