If you want to be found on LinkedIn, you have to have the right keywords in your profile...

Raymond James has over 50 percent of branch managers with plans in place

Advisory firm United Capital has signed a deal with digital lead-generation service Vestorly to revamp its newsletters and make them more appealing to current and potential clients, said United Capital chief executive Joe Duran. So far the program...

  I see a lot of advisors who, say, just want to start smiling and dialing again. That’s how they built their business. But it doesn’t work that way anymore. 

Advisors who tend to switch firms make less

Survey shows both fear and frustration are keeping them away

The goal is to keep it short, elicit a reaction and make a connection