Displaying 13 results
Why this asset manager wants to send you cereal
Potomac delivers 30 boxes of branded cereal as part of the firm's “eyes on brand” marketing strategy, according to president and CIO Manish Khatta.
An adviser’s social media strategy: Post, refresh, repeat
Advisers should embrace social media with an authentic voice that shows their personal side, said marketing strategist April Rudin at the InvestmentNews Virtual Fintech Summit.
LPL updates branding message
'Your Greatness Is Our Goal' is the independent broker-dealer's new theme, referring to the value it brings to its advisers.
Here’s why we’re hosting an in-person conference in 2021
Those hosting conferences must earn the trust of on-site guests by taking every possible precaution, while creating experiences that are just as valuable for the careers of the professionals who participate remotely.
New year, new you: Prospecting in the virtual world
The truth is, your business can thrive in this 'new normal.' Learning effective ways to prospect virtually can be a huge competitive advantage to advisers who embrace it.
Wrap up, rest and reset: Getting ready for 2021
Your plan for 2021 should focus heavily on how you are going to market and meet virtually
Get creative about client events in a virtual world
In a virtual world, advisers are planning unique events that are deepening relationships in surprising ways
Ritholtz CEO Josh Brown on why your marketing strategy matters
The industry blogger breaks down his firm's content plan during InvestmentNews’ FinTech Virtual Summit
Traditional marketing is a casualty of the pandemic
Traditional strategies won't work in unusual times, but digital and virtual marketing can
Come together … virtually
Just as we’ve all adapted to new realities elsewhere in business, we’re adapting to the new conference reality
The practice of the future
If prospects don’t meet you in person, the impression they gain from your website might make all the difference
3 Questions: Samantha Russell on turning prospects into clients
The marketing expert at Twenty Over Ten talks about how to generate and convert leads through your firm's website
Advisers bolster online presence as coronavirus shuts down in-person meetings
Attracting new clients depends on using Zoom and enhancing the firm's website with more content
