Is Outsourcing for You? Five Things to Consider

Peter Dugery, Senior Vice President, National Sales, Morningstar Investment Services

Many advisors now recognize a strong case for outsourcing the day-to-day investment management and related duties to a trusted third-party asset manager. Contemplating the switch? Here are some factors to consider...Read More »

Don’t Just Attend a Technology Conference – Invest in It!

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, October 22nd, 2014

Susan Glover, President, Susan Glover & Associates, LLC

With so many conference choices from vendors, custodians, and user groups, you probably have one on your calendar or plan to sign up for one. Whether it’s a technology conference or a conference that showcases technology, you probably look forward to learning about new software and other tools that boast a high ROI...Read More »

Getting Started With Social Media: Enlist Help!

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, October 21st, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

If you're an average RIA firm owner, you are in your mid 50's. That means you didn't grow up with computers, iPhones, the Internet, Facebook and LinkedIn. So, how can we advisors take advantage of the power of social media? Enlist help!..Read More »

Failing Policies: Causes and Solutions Part 1

By Kellan Finley, Managing Director, Insurance Decisions on Thursday, October 16th, 2014

Kellan Finley, Managing Director, Insurance Decisions

When we review existing life insurance policies for the clients of our RIAs, we find that certain plans are failing and at risk of lapsing prematurely. There are generally 3 main causes for this...Read More »

3 Tips for Hosting a Successful Financial Advisor Conference: Lessons from #FPABE

By Amy McIIwain, President, Financial Social Media on Wednesday, October 15th, 2014

Amy McIIwain, President, Financial Social Media

Having spoken at hundreds of conferences on the topics of social media and digital marketing, I’ve seen the gamut of good, bad, and ugly when it comes to hosting an event. It’s not easy. A lot of planning and prep goes into hosting a successful financial advisor conference...Read More »

Take Your Clients “Back to School”

John Anderson, Managing Director, SEI Advisor Network

As I was listening to conversations about “Just Right” reading materials and math homework, my mind started to drift (just like my entire school experience). If “Back to School” night is good for our kids’ success, it would be great for an advisor’s practice...Read More »

3 Tips for Developing Your Content Marketing Strategy

By Bill McGuire, Principal, W.M.McGuire, LLC on Thursday, October 9th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

Content marketing1 is any marketing that involves the creation and sharing of media and publishing content in order to acquire and retain customers.” For financial advisors, it can be a one of the most effective way to differentiate your firm and tell your story...Read More »

Is Outsourcing IT Services the Answer to Saving Money?

By David Gemma, Chief Marketing Officer, UNAPEN, Inc. on Wednesday, October 8th, 2014

David Gemma, Chief Marketing Officer, UNAPEN, Inc.

With so much focus on reducing costs and increasing profits, many small to medium sized businesses are looking at ways they can achieve the highest profitability...Read More »

Real-Time Marketing Applies to Advisors Too

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, October 7th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Last week I attended the #FutureM conference in Boston, taking place during Hubspot’s INBOUND 2014 event. There were thousands of marketers and technologists packed into the Boston Convention and Exhibition Center. I left the event energized about what a few of the best and brightest are doing. And my wheels started spinning in real-time about ways to adapt some of what I heard back at the office...Read More »

How Social Media Can Help Advisors Carve Out their Niche

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

At our recent Discovery Forum, my colleague Jerry Lezynski, Director of Marketing for the SEI Advisor Network, discussed the importance of niche marketing. In doing so, he asked the audience, “Who here has a niche?” Many advisors raised their hands. The first example that was highlighted was an advisor who works with college professors...Read More »