How Advisers Can Put the ‘Social’ in Social Media
A financial services social media expert stresses the importance of analyzing audience and connecting to stakeholders and peers to gain new clients.
10 Questions for Advisers To Ask When Brand Building
Rebecca Hourihan, founder of 401(k) Marketing, shares how to attract clients through personal branding.
Retirement Industry People Moves
AdvicePay names Suaickie CEO as Moore shifts to board; Plan Sponsor University brings on Kelleher as consultant; Ascensus names retirement sales regional VPs; and more.
Ways to Find New Clients
Advisory M&A
July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.
Investment Service and Product Launches
FiComm and ProudMouth team up on adviser podcasting; 21Shares launches crypto index; Caplight launches platform to monitor private company valuations; and more.
Financial Advisers Increasingly Land Clients Through Social Media
41% of advisers told Broadridge they generated clients through social media, up from 34% in 2019.
Sheri Fitts
Applications and Implementation of The New Marketing Rule
Various leaders within the SEC discussed in a public seminar today some of the interpretations and applications of the new marketing rule.
Financial Advisers Focused on Client Outreach
A new survey finds that a majority of advisers expect marketing efforts to play a big role in growing their client base as they prepare for 2023.
SEC Marketing Rule to be Enforced Next Week
Compliance for a new rule aimed at preventing investment advisers from misleading clients goes into effect November 4, next Friday.
Commonwealth Launches Brand Studio Marketing Solution
The marketing resource is meant to simplify the brand-building experience and to help financial professionals grow their practices.
Talking Points
AssetMark Launches Marketing Advantage Platform
The all-in-one marketing platform seeks to help advisers implement powerful marketing strategies, build relationships and grow their business.
Building Strategic Partnerships
Adviser Marketing Spend Up During COVID-19 Pandemic
Though they spent more on marketing overall this year, financial advisers have questions about the return on marketing spend.
PANC 2021: Telling Your Story
Building Out Referral Networks
Snappy Kraken Launches ‘Convos’ Texting Service
The new solution puts instant text-based communications at an adviser’s fingertips through a desktop application.
Marketing Tips for 401(k) Plan Professionals
Rebecca Hourihan, founder of 401(k) Marketing, offers suggestions to help advisory industry professionals feel more confident in their personal brand.