Is Your Seminar Focus Still Effective?
Moving to a new firm can be trying enough, without the added burden of losing the momentum of your seminar strategy. Here's how one advisor regained his focus—and his closing ratio—after fine-tuning his seminar approach.

Marketing to the Mature Market
Advertising to senior prospects requires the right message and the right medium. Here are some tips for getting your message across effectively.

Marketing Tasks That Most Advisors Dread
Here's how to motivate yourself to complete some of your most necessary, but tedious marketing endeavors.

Insurance Benefits Your Clients—and Your Practice
Insurance can be a lifesaver for your clients. Here's how to add it to your lineup of financial planning services.

Learn to Speak Your Clients' Language
Your relationships with clients are based on more than credentials or your ability to pick stocks. Learn to better manage your existing clients—and attract new ones—by improving your skills in the areas of client psychology and communication.

Do More Than Dress for Success
The way you look is only one aspect of a winning first impression. Try these suggestions to revamp your prospecting materials and bolster your image as a successful professional.

Satisfying Seniors' Needs for Clarity, Trust
Seniors aren't looking for flash. To earn their confidence, you'll need to speak to their specific concerns—in language they can understand.

3 Steps to Gaining Clients You Trust
How do you attract the clients you really want? Be selective about your target market, and develop an approach that will set you apart from the rest.

Get the Most From Your Marketing Efforts
Even the most sophisticated marketing strategy can falter without clearly delineated objectives. Here's how focusing on goals can help you boost your results.

The Big Lie: You Can Control Your Results
Getting caught up evaluating your results will only prevent you from reaching your goals. Focus on improving your actions to achieve maximum results.