Marketing

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

You can make this ask part of your regular and structured client-review meetings without sounding pushy. (By David Leo)

Here’s how media, and particularly social media, have helped me build my brand and grow professionally.

Firms ignoring women on either side of the desk are hindering their growth efforts as women acquire more wealth.

Five marketing-savvy advisors — all women — share progressive tips that will inspire you and help your firm thrive. (By Laura Garfield)

A family office rich in entrepreneurial spirit matches its approach to the entrepreneurial values of its UHNW clients.

Failing to use ChatGPT and other AI — or misusing it — can harm your practice, says Thrivent’s tech expert.

Clarifying their role and your expectations for them can improve advisor-client relationships on both ends. (By David Leo)

An advisor shares her secrets for hitting this milestone less than five years after founding her firm.

With some advance planning, attracting clients (and their friends) shouldn’t be difficult. (By Bryce Sanders)