Guest post: "How to Use LinkedIn When Your Compliance Department Says No"
Financial advisors–and all kinds of professionals in investment and wealth management–need to be on LinkedIn. I feel strongly about this, so I’m happy to feature a guest post from marketer Kristen Luke. In this post, which originally appeared on Kristen’s Financial Marketing Wire blog, she tells you how to benefit from LinkedIn, even when you […]
Recovery will be stronger than consensus, says Barclays Capital chief U.S. economist
“U.S. economic growth is recovering robustly, receiving the usual cyclical boost from housing and inventories,” said Dean Maki, managing director and chief U.S. economist of Barclays Capital in his “U.S. Economic Outlook” presentation to the Boston Security Analysts Society (BSAS) on December 8. Maki said the U.S. economy will recover strongly, as it typically has […]
Registered reps, it’s time to ‘fess up
Ghostwriters offer valuable marketing support to financial advisors. But some registered reps–and the marketers who support them–have felt confused since the issuance of “Misleading Communications About Expertise,” FINRA Regulatory Notice 08-27, in May 2008. They don’t know how much editorial assistance reps can receive before they must acknowledge the assistance in writing–or even sacrifice their […]
Guest post: "Seven steps toward a better webinar"
More financial advisors are using webinars to market themselves. That’s why I’m featuring this guest post, “Seven steps toward a better webinar” by D. Bruce Johnston and John Drachman. Bruce Johnston is a social media financial distribution consultant with 25 years as a senior executive for asset management firms. John Drachman is a senior writer […]
Which wealth managers have the highest profit margins?
People are always curious about who makes how much money. That’s probably why I zeroed in on the profit margin comments made by investment banker Elizabeth Nesvold, managing partner of Silver Lane Advisors, when she spoke about “Trends Amid Turmoil in the Wealth Management Business” to the Boston Security Analysts Society on November 18. Because […]