Sales and Marketing

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.

Stale offerings that no one actually uses won’t move the needle on talent management, but earmarking an allowance for expanded options will spark interest and manage costs.

Advisers who are ready to get serious about their prospecting and marketing efforts are probably ready to consider a separate system to help manage those activities.

Landing a prospective customer is a lot like dating. Remember that patience in growing relationships is the key to lasting success.

Start slow and keep it simple to help prospects understand and appreciate your value proposition.

With remote work here to stay, FlexJobs released the most in-demand roles for stay-at-home job seekers, in fields like marketing, HR and tech.

Capital Insurance Agency’s David M. Moore, Sr., (1940-2020), led with his “heart, passion and grace.”

Enhancements in decision support tools, e-enrollment and more are coming, The Standards’ Kevin McNamara says.

Tying compensation to outcomes has proved successful for several brokers, but they must overcome their skepticism and fear of change.