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Marketing
A Better Way to Seek Client Introductions
You can make this ask part of your regular and structured client-review meetings without sounding pushy. (By David Leo)
Harvesting the Potential of Digital Media in Your Practice
Here’s how media, and particularly social media, have helped me build my brand and grow professionally.
How to Attract More Female Clients
Firms ignoring women on either side of the desk are hindering their growth efforts as women acquire more wealth.
10 Mid-Year Marketing Moves
Five marketing-savvy advisors — all women — share progressive tips that will inspire you and help your firm thrive. (By Laura Garfield)
What the Wealthiest Families Deserve
A family office rich in entrepreneurial spirit matches its approach to the entrepreneurial values of its UHNW clients.
AI for Advisors: Dos and Don’ts
Failing to use ChatGPT and other AI — or misusing it — can harm your practice, says Thrivent’s tech expert.
8 Ways Clients Can Help You Serve Them Better
Clarifying their role and your expectations for them can improve advisor-client relationships on both ends. (By David Leo)
Getting From $0 to $100 Million In AUM
An advisor shares her secrets for hitting this milestone less than five years after founding her firm.
10 Ways to Boost Turnout at Firm-Sponsored Events
With some advance planning, attracting clients (and their friends) shouldn’t be difficult. (By Bryce Sanders)
To Give In to the Client — or Not
In situations where conflict arises, a technique known as nonviolent communication can help.
Latest News
See all >>
SEC Charges Investment Advisors for Overstating Use of AI
The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.
JPMorgan Fined $348 Million for Lapses in Trade Monitoring
The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.
Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why
It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.
Judge: Minority-Business Agency Can’t Consider Race
A federal judge in Texas has barred a government agency from using race to reject entrepreneurs looking for assistance.
IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense
Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.
Annuities Continue March Upward
Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.
Financial Discipline Among Americans Sliding, Study Shows
People are doing less planning and feeling more financially insecure, Northwestern Mutual's latest research finds.