Marketing

Closing a Prospect Is Not Selfish

It’s an act of servitude, I’ve learned, through my recent experience as a would-be buyer who has been ignored.

Branding for FAs: How to Stand Out in a Competitive Market

Your competition is no longer just the advisor down the street, as firms across the U.S. have ramped up their virtual offerings. (By Crystal Butler)

Market Your Way Out of the Financial Advisor Talent Shortage

Firms should tailor recruitment marketing efforts to two key audiences: early-stage talent and mid-career switchers. Here’s how.

How’s Your 2025 Content Calendar Coming Along?

Use these shortcuts to strategically update your marketing, client communications, branding and other content. (By Gretchen Halpin)

A Must-Read Before Your Next SMS or Telemarketing Campaign

Failing to comply with the Telephone Consumer Protection Act (TCPA) exposes your firm to lawsuits, steep fines and a bad reputation. (By Crystal Butler)

How to Build Stickier Client Relationships

 A content-rich website and digital marketing can go a long way in between client meetings. (By Jeffrey Briskin)

Embrace, Don’t Fear, the SEC Marketing Rule

The SEC Marketing Rule can be a game changer for financial advisors, but too many advisors are still not taking advantage of it. (By Colt Miles)

Cross-Generational Marketing Is Better Than a Great Divide

Advisors who stereotype boomers, Gen Xers and other clients by age run the risk of not understanding them at all. (By Gretchen Halpin)

Don’t Sound Like a Solar-Panel Salesperson on LinkedIn

Here are three mistakes financial advisors should avoid if they wish to successfully connect with prospects over LinkedIn.

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)

Latest News

See all >>

Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth

Patrick Funke & Associates has $430 AUM and focuses on retirement plans.

RIA Economic Outlook Index Rises as Inflation Worries Ease

Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.

Survey Finds Dangerous Disconnect Between G1 and G2

Advisors who don’t adequately prepare for succession risk losing their successors.

N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

Survey Highlights Historic Opportunity to Empower More Women to Invest

A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.

© Copyright - Rethinking65