These strategies for marketing, client acquisition and retention can help financial professionals elevate their business and ...

Finance is marketing’s sibling, not its enemy. Finance and marketing share three fundamental beliefs: that value is the foundational concept of business; that the short term and long term both matter; ...

When advisors fail to follow up on a PR or marketing activity, then it very well may end up becoming a waste of money. To ...

The Marketing-Finance relationship has often been described as an adversarial tug-of-war: Marketing is on one side spending the company's money, and Finance is on the other, trying to save it.

The finance and marketing teams worked together to define a shared method for calculating ROI. 2. Test and learn. The teams then developed a structured testing framework to assess the impact of ...

The finance function across companies looks very different. Where you would expect a lot more interaction between finance and marketing is where you have roles such as Financial Planning and Analysis ...

Connecting with clients and prospects with podcasts, video and more. Digital marketing for advisors is no longer about just having a website or LinkedIn profile, said Daniel E. Milks, co-founder ...

One of the main risks associated with credit cards is running up high APR charges. When you remove that risk, it might be ...

Every business is different, so the bar varies from product to product and from market to market. In marketing terms, an ROI of 5:1 is considered a strong return on investment—in other words ...

Direct marketing is a strategy that relies on distributing a sales pitch to individual consumers. Mail, email, and texting are among the delivery systems.

LPL Financial launched a marketing campaign featuring Anna Kendrick to broaden brand awareness and reach new audiences. Quiver AI Summary. LPL Financial LLC has launched a new strategic marketing ...