Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
New Focus Financial Partners Brand Spotlights ‘Hub’ Strategy
By John ManganaroThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 07, 2025
The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.Share the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.
January 06, 2025
10 Useful Phrases to Get Clients to ActSometimes they need to have an "aha" moment. You can help them get there.
January 03, 2025
Shift Conference Organizer Pulls PlugAdvisor and entrepreneur Ross Marino has canceled the 2025 event and shut down its parent company, Advisor2x.
December 31, 2024
What Clients Really Ask Accountants About AnnuitiesThe classics, like tax benefits or income deferral, never go out of style.
December 31, 2024
Help Your Clients With This 'Embarrassing' Task Before They Get MarriedTalking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.
December 31, 2024
How to Save Life InsuranceNew York Life executive Todd Taylor says marketers must take a two-track approach to reaching younger consumers.
December 30, 2024
3 Ways to Thrive as a Mid-Career AdvisorHaving overcome stress and mastered the learning curve, these advisors are now equipped to elevate their practices.