Consider yourself a client, budget with your goals and expectations in mind, and be willing to spend accordingly. The cost of delaying is greater than the cost of doing it right.

A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving ...

Afinida Marketing's Digital Marketing Director, Glenn Iredale, said, "Our agency is primed to make an immediate impact for our clients. Scaling the team allows us to meet any client demands, and I ...

According to the book Marketing Metrics, businesses have a 60 to 70% chance of selling to an existing customer while the probability of selling to a new prospect is only 5% to 20%.

Testimonial marketing has proven to be impactful in other trust-based professions and offers advisors a critical advantage as client reviews help to advance a firm with its prospects in terms of ...

Success requires a full-spectrum plan that balances active, passive and client marketing strategies. Following are proven, practical processes and strategies to help financial advisers rethink ...