PANC 2012: The Marketing and Prospecting Messages
More than just cold calling, marketing and prospecting requires defining your brand and your value proposition, said Jason Chepenik, managing partner of Chepenik Financial.
Tag: Marketing
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What You Need to Know About… Direct Mailers
Direct mail campaigns can help advisers, if done right.
Plan Adviser Ranks Poised for Double-Digit Growth
The professional retirement plan adviser profession will be fundamentally transformed during the next three years, according to a study from Diversified.
John Hancock Unveils Program to Help Show Value
A program designed to help retirement plan advisers demonstrate their value and build stronger client relationships was launched by John Hancock Funds.
First Allied Securities Makes Enhancements to Advisory Platform
The broker/dealer First Allied Securities Inc. expanded its advisory platform, Guided Portfolio Solutions (GPS) to give affiliated advisers a practical approach to conducting fee-based business.
The Principal Introduces Resources for TPAs
The Principal Financial Group released educational and practice-management resources for third-party administrators (TPAs).
TRUSTIVO Adds Dalbar’s Verified Expert Status to Network
TRUSTIVO announced it would add the Verified Expert program for advisers from Dalbar to its referral network.
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What You Need to Know About…Creating a Google+ Business Page
At first glance, Google+ might just look like a fun way to share links and photos and to video chat with friends. But the Google+ business page feature...
CPI Rebrands Website
CPI Qualified Plan Consultants released its rebranded website at cpiqpc.com.
Lincoln Financial Launches Consumer Insights Group
Lincoln Financial Group appointed Emily Pachuta as head of the Consumer Insights group within the Insurance Solutions/Retirement Solutions (IS/RS) division.
Pensionmark Gains Dallas-Based Advisory Firm
Rycon Financial Group of Dallas, Texas, has joined Pensionmark Retirement Group’s retirement plan advisory network.
Social Media Better Suited for Communication, Not New Business
Advisers are seeing limited or diminished returns from their use of social media, but most have unrealistic expectations or fail to use it correctly.
Russell Develops System for Improved Plan Design
Russell Investment’s Retirement Plan Architecture System takes a three-pronged approach to retirement plans: selling, implementing and servicing plans.
Winning Small-Business Clients
Securian Financial found that small-business owners (SBOs) can cite many reasons to use a financial adviser, yet only half employ one.
AllianceBernstein Hires Exec for Business Development Team
AllianceBernstein hired Edmund Grant as a managing director for business development and client services for institutional investors.
John Hancock Picks Retirement Exec for Chief Marketing Officer
David Longfritz has been selected as the first Chief Marketing Officer at John Hancock Financial.
Pensionmark Network Gains another Firm
Garnett Retirement Group, with offices in Tampa, Florida and Greenville, North Carolina, has joined Pensionmark Retirement Group.