Marketing

  • Markets Shake Off  Global Worries
    Markets Shake Off Global Worries

    Despite the pull of other forces, momentum continues

    Weekly market view from LMK Wealth Management

    Despite a tumultuous week that had it all - earnings, volatility, geopolitical shock, and monetary policy news - markets were still able to chalk up a win. For the week, the S&P 500 gained 0.54%, the Dow grew 0.90%, and the Nasdaq added 0.38%.
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  • Resources for Rookies and Seasoned Pros
    Resources for Rookies and Seasoned Pros

    How Ash Brokerage is improving practices while enhancing the future of the industry

    by Adam Schaefer

    “You don’t know what you don’t know.” I love that saying. It comes to mind often as I work with advisors all over the country.
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  • Being Relevant, Empowering, and Significant
    Being Relevant, Empowering, and Significant

    How are you perceived by your clients?

    by Bruce Turkel

    I was sitting in the audience at the The National Speakers Association annual meeting listening to Jay Baer, the author of the social media how-to guide, Youtility, talk about how to promote blogs. After hearing Jay list many of the things I’ve been doing with this blog for years, I elbowed my seat neighbor Scott Halford in the ribs and rolled my eyes.
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  • Middle-Market Consumers Value Trust over Price When Buying Life Insurance Online
    Middle-Market Consumers Value Trust over Price When Buying Life Insurance Online

    Where to find the best advice?

    Back in the 1700's English theologian Isaac Watts said "Learning to trust is one of life's most difficult tasks."
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  • A New Path for Advisors With a ‘Client Bill of Rights’
    A New Path for Advisors With a ‘Client Bill of Rights’

    To 'craft a client's future,'  you must engage them more

    Financial expert Jeff Gorton, head of Gorton Financial Group, has set a new tone in his field by offering a Client Bill of Rights...
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  • Why It’s Cool to Be Cool Again
    Why It’s Cool to Be Cool Again

    Recent Trends Have Decidedly Old-School Roots

    Today’s 30-and-younger adults who were raised with cell phones and gaming devices more technologically advanced than anything used in the Apollo 1 lunar landing mission, probably have no historical idea of the culture they’ve inherited, says rocker-novelist Eli Just.
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  • ‘Disruptive’ Consumers Want More Mobile Services
    ‘Disruptive’ Consumers Want More Mobile Services

    Industry lagging in following technology

    from LIMRA's Industy/Trends blog

    During a presentation at the 2014 LIMRA Marketing Research Conference Joseph Coughlin, Ph.D., director of MIT's Technology AgeLab said, “Technology has always been disruptive, now consumers are disruptive, too.” Life insurance companies are experiencing this phenomenon as policyowner expectations for digital services continue to escalate.
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  • Top 10 Ways People Go Broke
    Top 10 Ways People Go Broke

    Self-Made Millionaire Shares Common Mistakes to Avoid

    You don’t have to come from a wealthy family, have the next billion-dollar idea or work 18-hour days to become rich, says self-made millionaire Mike Finley.
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  • Think Multi-tasking Muddles Your Brain?
    Think Multi-tasking Muddles Your Brain?

    ...Wait ’til You See What It Does to Your Relationships

    Do any of these sound familiar: While talking with a coworker, you hear a message chime in and find it next to impossible not to look at it. Or, during a meeting you glance around and see that almost everyone is looking at a screen instead of paying attention to what’s being discussed.
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  • SEI, FP Transitions, and the Bancorp Announce New Program to Help Advisors Meet Succession Planning Needs
    SEI, FP Transitions, and the Bancorp Announce New Program to Help Advisors Meet Succession Planning Needs

    Business Pathfinder Program Provides Complete Acquisition and Transition Planning Service for Financial Advisors

    In an effort to help advisors add long-term value to their firms and leverage succession planning as a growth opportunity, SEI (NASDAQ: SEIC) announced today the launch of its new Business Pathfinder Program in collaboration with consulting firm FP Transitions and The Bancorp.
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  • Is Your Financial Advisor Costing You Too Much Money?
    Is Your Financial Advisor Costing You Too Much Money?

    What your clients may be asking about you behind your back

    You probably haven’t given a lot of thought to how your financial advisor gets paid. Nor have you considered that a lot of the money pouring into his pocket rightfully belongs in yours
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  • If I Were LeBron’s PR Guy…
    If I Were LeBron’s PR Guy…

    Thoughts on PR management, big decisions and how to break bad news

    by John David

    The winds of backlash are again brewing near the shores of Lake Erie as Cleveland Cavaliers’ fans await “The Decision” part two. Rumors are flying that basketball superstar LeBron James may part ways with the Miami Heat and play for Cleveland.
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