search engines

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  Use Technology to Protect Clients' Personal Information

  By Dan Skiles  |  February 25, 2013

  Clients may tell you how important it is for their personal information to be protected. What a lot of them don’t realize is that much of their information—some very personal and specific—is readily available on the Internet, usually free of charge.

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  Can Prospecting for Clients Be Outsourced? Part 2

  By Michael E. Kitces  |  August 10, 2012

  Having your prospecting done by a third-party service doesn't eliminate the sales part of the process; for better or for worse, you still have to turn the prospects into clients.

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  Why Blogging Should Replace Marketing Newsletters for Financial Planners, Pt. 1

  By Michael E. Kitces  |  July 10, 2012

  A blog gives your content the potential for a far broader reach.

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  In The Future, New Clients Will Seek—and Find—Best Firms: Part 1

  By Michael E. Kitces  |  April 27, 2012

  Recent research on advisory firms has shown that a new category of marketing has quietly emerged as the one with the greatest growth: online search.

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  Study Finds Jump in Advisors’ Use of Social Media on the Go

  By Melanie Waddell, AdvisorOne  |  April 20, 2012

  The number of advisors accessing social media via mobile devices jumped significantly over the past year, according to a study by American Century Investments.

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  3 Reasons Financial Planning Firms Should Blog: Pt. 2

  By Michael E. Kitces  |  March 26, 2012

  If you're considering a blog for your firm, the first step is simply to understand why you would use the blog in the first place, as that can impact everything from the content you produce, to how often your produce it, to who you send it out to.