Recent Posts Tagged With 'client acquisition'

• Using Social Media To Market Your Practice

  Posted on Sunday May 17th, 2009 at 09:15 in social networks, client acquisition

  In the early days of the internet, very few financial advisers created websites to promote their businesses. Yet, as the web became more mainstream, early adopters among the financial adviser community appeared and today, most practices have some kin...

• The Time Is Right To Start Servicing 401(k) Plans

  Posted on Thursday January 15th, 2009 at 16:16 in 401(k), client acquisition

  In Adapting A Practice, we wrote:"Advisors may find that offering retirement income planning services to 401(k) plan sponsors may help drive client acquisitions and build relationships in advance of income planning needs."1Since I'm no longer encumbe...