Marketing

Putnam Investment's 2015 Financial Advisors and Social Media Survey from Putnam Investments More advisors are starting to see the value of using social media. According to a recent survey of over 800 advisors by Putnam Investments, 81 p...

The key to optimizing your marketing strategy is by combining these tactics, and creating unified customer experiences across mobile, social, and digital platforms.

Rumors of the death of traditional marketing have been greatly exaggerated by many industry observers.

HudsonPoint wants to recruit wirehouse reps with bigger books of business. Our experts suggest more targeted marketing efforts. 

There's no magic pill that creates the perfect digital brand. 

Here’s why we never recommend asking for referrals.

Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.

As with any relationship, evaluate your insourced solutions on an ongoing basis — every 6–12 months.

Nowadays, if you are not posting informational videos, tweeting about the latest trend, or marketing your services on your own customized website, you are likely losing potential business opportunities. A recent study by Cogent Reports noted that...