Sales & Marketing

Sales & Marketing

Sales and Marketing covers the various ways that advisors find new business, including prospecting, marketing, branding, cross selling, strategic partnerships and social media. Experts in these areas illustrate best practices in these topics with real life examples and provide helpful commentary and resources.

Online Referral Services Profiled

Remember when the Internet promised to do everything from clean your teeth to provide high-quality leads that cost very little? Well, the reality is a bit more sobering, but there are a number of online referral services to choose from, as outlined in a recent FAIQ article. Various services are profiled, mainly for individual investor leads, ranging from a take-off on Match.com to one that helps advisors get articles placed in the press, and a new one by a former FA called “FireMyAdvisor.”   Read More

No Link Between Social Media and AUM

Always interesting and often controversial, BrightScope released its list of the 100 most “social” advisors — those that rank the highest in their use of social media. RIABiz writer Lisa Shidler provides commentary to the list, listing the top 25 and interviewing many of them. The bottom line: There is little correlation between social media ranking and AUM.   Read More

LinkedIn Spearheads Partnership to Help Supervise Advisors

Social media remains a mostly untapped opportunity for highly regulated financial advisors and their supervising organizations. LinkedIn has become the dominant professional business networking site. In partnership with various industry software vendors, the firm has announced a program to help BDs and RIAs supervise their reps to ensure that they are complying with SEC and FINRA rules.   Read More