Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
July 18, 2024
Most Americans Think There's a 'Retirement Crisis' — But Not for ThemselvesIn a new survey, many said the U.S. was facing a crisis while also feeling OK about their own situations.
July 17, 2024
Apex Launches Cloud-Based Investment PlatformThe goal of the system is to help financial services clients "build nimble" and "run vast."
July 17, 2024
New Nominations Deadline for the 2024 Luminaries AwardsThinkAdvisor's recognition program is accepting nominations through July 24. There's no cost to participate.
July 16, 2024
12 Words That Help Get Your Point AcrossSometimes one word is all it takes to shift a client's perspective.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 11, 2024
5 Keys to a Seamless Move to Another FirmClients' strongest affiliation is with their advisor, and that relationship supersedes any notion of firm, platform or brand.
July 11, 2024
Younger Prospects Don't Need Referrals to Pick an Advisor: SurveyToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.
July 08, 2024
11 Ways to Wow People With Simple GiftsTokens of appreciation do not need to be expensive. They simply need to be thoughtful.
July 03, 2024
Is This Outcome Worse Than Going Broke in Retirement?It's rational for a retiree to fear running out of money, but it's also easy to miss the bigger picture.
July 03, 2024
When Clients Consider You 'One of the Family'As anyone with a family knows, there are pros and cons to such close relationships.