Marketing

Updated Tuesday, May 21, 2013 as of 11:18 PM ET

Practice - Marketing

How to Attract Business From Non-Traditional Families

NEW YORK -- Non-traditional families can be a profitable niche for advisors, if they know how to market themselves.

Jennifer Hatch, a managing partner at Christopher Street Financial, a fee-based advisory firm that focuses on gay and lesbian couples, told advisors at the Women Advisors Forum on Wednesday that having specialized expertise is critical to gaining clients. more »

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U.S. Bank Heats Up Marketing to Promote High-Net-Worth Business

Amid intense competition for high-net-worth clients, the Private Client Reserve is ramping up its marketing efforts to differentiate itself from rivals. more »

Client Base is Drying Up for Bank FAs

Bank customers are staying away in droves as they do more business online. Here's what advisors can do to combat lighter foot traffic at the branch. more »

Gen Y Investors More Receptive To Social Media Marketing: Cogent

When looking to spread the word about mutual funds and other investment strategies to Generation Y Investors, financial services firms should consider new media, according to Cambridge, Mass.-based consulting firm Cogent Research. more »

Advizent Closes, Doomed by Lack of Funding

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman. more »

Live Your Brand 24/7

Why is branding so important and how can you build a stronger brand? more »

The Needs of the Many Versus the Needs of the Few

Why banks focus more and more on affluent clients — and why they may miss mom and pop investors more than they think. more »

Branch Plans Emphasize High-Visibility Locations

Smaller banks cannot afford to support high-density branch networks as economic challenges persist. more »

A USAA Advisor's Take on the Difficulties of Direct Banking

Think referrals and cross-selling are tough at your bank? Read how wealth management advisor and financial planner Heidi Schmidt handles them at Internet bank USAA Federal Savings. more »

Gen X, Gen Y Not Focused on Retirement Saving

Less than half of Gen X consumers (46%) selected retirement as their top reason for saving, with vacation and travel the top choice for 38% of this demographic group. more »

Straight To Video To Reach Clients

Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s the second part of his story. more »

Worth a Thousand Words: Using Video To Help Clients

Advisor Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s part-1 of his story. more »

Youngest Most Eager to Save for Retirement

The group that emerged as the most committed to saving for retirement was the one identified as “Generation DC,” or those under the age of 25. more »

Want to Engage Clients in Retirement Planning? Watch the Words You Use

When people hear “financial planning” or “retirement income,” they tune out. Try using “lifestyle design” instead to get their attention. more »

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