Jay Nagdeman

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  How to Shake Up Your Marketing

  By Ellen Uzelac  |  April 1, 2013

  Despite significant structural changes in the industry over the last decade, financial services marketing has remained—as Jay Nagdeman puts it—conservative, undisciplined and expensive.

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  2012 Advisor Hall of Fame

  By Ellen Uzelac  |  November 21, 2012

  Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.

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  Three Ways Advisors Can Stop Prospects From Walking Away

  By Gil Weinreich, AdvisorOne  |  September 4, 2012

  What is that intangible quality keeping even an articulate and knowledgeable advisor from connecting with a potential client?

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  Carving Out an Indie Niche; Boosting Client Communication: June Research—Slideshow

  By Editorial Staff  |  May 25, 2012

  The cover story of Research magazine's June issue, "Exploring Independence," looks at how ex-wirehouse advisors are carving out distinctive niches to build successful advisory practices.

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  Six Conversations With Clients You Need to Have

  By Jane Wollman Rusoff  |  May 24, 2012

  To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.

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  How to Market VAs? Zvi Bodie Finds One Good Way: News Analysis

  By Gil Weinreich, AdvisorOne  |  November 29, 2011

  Securian Financial steps up to the plate with a video explaining variable annuities that aims to appeal to consumers while avoiding legal compliance snags. A top finance professor and leading financial services marketer evaluate how well they performed this difficult challenge.

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  2011 Advisor Hall of Fame

  By Ellen Uzelac  |  November 23, 2011

  Welcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.

• What Do Prospects Find When They Google You?

  By Jane Wollman Rusoff  |  May 1, 2009

  Amazing fact: The United States alone accounts for 9.5 billion Internet searches every month. Pointed question: What do prospects discover when they google you? If the results...

• A Marketing Guide for the Perplexed

  By Mary Scott  |  May 1, 2009

  Ever since the financial crisis turned to red alert, there has been a deluge of articles on the business pages questioning both the viability and...

• How to Become a Great Mutual Fund Company

  By David J. Drucker  |  November 1, 2008

  A quarter of a century ago, the lion was on top. Dreyfus was the biggest mutual fund complex in the world, having built its empire...