Know what your clients/prospects want.Ask the right questions to your prospects and clients.Make a list of discussion topics.Market yourself.Keep track of stats and adjust accordingly. Our recent marketing articles focused on how to market the content an advisor already has in place but we haven't focussed
What is Risk Management? Risk management is top of mind for RIAs and their clients these days. No longer an exclusive province of quant managers, it is discussed regularly in the popular press. From the shortcomings of value-at-risk to the latest stress tests imposed by the
An article from The DigitalFA on the 43 Twitter Tips and Treats for Financial Advisors, provides excellent advice for financial advisors who are using Twitter to grow their business or are planning to integrate it into their marketing strategy. While every single point is important