What best practices can financial professionals use to market their practice and accelerate their business growth? We review multi-channel solutions that are gaining visibility today for wealth professionals, RIAs and more.
Only a small fraction of firms have increased their use of client testimonials and endorsements in the wake of the SEC’s updated marketing rules, according to a recent Investment Adviser Association survey.
Most consumers research and read reviews before booking a doctor, hotel, or restaurant. Why should it be any different when it comes to finding an advisor?
XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.