Virtual marketing strategies should assume that what investors see online will impact which advisors they talk to and pick as their own.
Blogging can be an effective marketing tool for advisors when they have quality content, a personalized approach and good SEO.
Finding the right technology can be overwhelming for advisors, but there are some ways to make selecting it easier.
Casual conversations on LinkedIn can lead to new opportunities, but many members find it hard to stay in touch with their network.
Concurrent fiduciary rules from the DOL, SEC and state legislators could hinder smooth implementation.