Welcome to the information age where new technologies are being introduced on a regular basis. For financial advisors the most obvious sign of this is the robo-advisor. Companies like Betterment and Wealthfront are investing millions of dollars to market their...
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Financial Advisor Marketing and the Latest Fiduciary Ruling
The Department of Labor (DOL) implemented a new Fiduciary Rule that’s making waves within the financial community. On June 9th, 2017 the DOL expanded the “investment advice fiduciary” definition under the Employee Retirement Income Security Act of 1974 (ERISA). The...
The 2017 Financial Advisor Marketing Benchmarks Report Is Here (New Report)
"How do I stay relevant to my potential clients and prioritize who I should be following up with next?” That’s a question successful financial advisors ask themselves on a regular basis. Market knowledge, specific areas of expertise, communication style -- many...
The Do’s and Don’ts of Compliance for Financial Advisors
If you’re feeling overwhelmed by the rules of compliance for financial advisors, you’re not alone. The good news? With a little careful navigating, you can stay in line with industry regulations and market your services in a way that gets more business in your doors....
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