On Becoming Unconventional

The unlikely scene played out, advisor marketing guru Maribeth Kuzmeski recalls with wry amusement, during morning rush hour at a busy Chicago-area commuter train station one day in 2008, as the economy—and people’s investment accounts—were bottoming out. Seeking a creative way to leverage the financial meltdown in his prospecting efforts, one of Kuzmeski’s advisor clients … Continue reading

Bringing Superior Planning to the Fairer Sex

Many women face a more challenging task preparing for retirement and other planning needs because of the disadvantages they face relative to men.  Here’s how to help. Nearly every day, it seems, a new study is broadcast over the wire services proclaiming Americans’ lack of financial preparedness and the opportunities for advisors to serve them. … Continue reading

100 Best Sales and Marketing Ideas 2012 (81-90)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Continue reading

100 Best Sales and Marketing Ideas 2012 (71-80)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Continue reading

100 Best Sales and Marketing Ideas 2012 (51-60)

What’s working from working advisors Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this … Continue reading