Latest news in Sales & Marketing

Make your newsletter a valuable resource

Include a range of topics, such as market movements, personal finance concerns, practical tips or whatever else you decide is relevant for clients, in your…

Keeping in touch with “cold” prospects

Keeping in touch with “cold” prospects

When someone in your pipeline becomes unresponsive, don’t give up right away. There are steps you can take to reawaken their interest

When the media calls, be prepared

Use the opportunity to demonstrate your expertise while providing useful information

Avoid these media-interview pitfalls

Avoid these media-interview pitfalls

Offer information and insights — not a sales pitch

Preparation is key to a successful photo shoot

Decide in advance what you hope to achieve and make sure your photographer knows your objective

Revamp your website with better photos

Replace boring stock shots with images that make prospects want to work with you

U.S. asset managers in the dark on social media

Hiring a social media strategist

Five tips to help you find the best fit

U.S. asset managers in the dark on social media

Looking behind your social media responses

Find out what is engaging your readers — and what isn’t

RBC introduces mobile app for DS advisors

Easing the social media burden

Social media has become essential for many advisors; learn how to get help with the time and effort involved

New tool aims to help firms promote advisors on Facebook

Attract leads with a “magnet”

Prized nuggets of information can help convert your audience into a loyal following

Find your social media voice

Reaching millennials online can help build your brand, but you have to be authentic

Lifecos have work to do on their websites, Forrester’s study finds

Five principles of engagement marketing

Communicate with prospects based on behaviour, not demographics

New tool aims to help firms promote advisors on Facebook

Five steps to developing a digital marketing plan

Include clear goals and a way to achieve them

Segment your email subscriber list

Avoid asking for too much personal information up-front

Lifecos have work to do on their websites, Forrester’s study finds

Deliver compelling content

Keep your clients engaged by providing information tailored to their needs and interests

RBC introduces mobile app for DS advisors

Nurture your leads with engaging content

Learn as much as you can about your audience and focus on education

Segment your email subscriber list

Nurturing leads by email

Use a “dripping” strategy, sending emails to prospects on a regular basis

The power of webinars

Online seminars are effective, economical client-acquisition tools

New tool aims to help firms promote advisors on Facebook

Make digital marketing work for you

To reach audiences today, you have to radically change the way you communicate

Make your email messages stand out

The average person receives at least 100 messages a day

New tool aims to help firms promote advisors on Facebook

Integrate marketing with technology

Set priorities and devise a plan

New tool aims to help firms promote advisors on Facebook

Using incentives to generate leads

Make sure what you are offering is relevant to your target audience

OSC compliance reviews continue to reveal deficiencies

Minding your digital compliance

Rules governing traditional forms of marketing and advertising apply to digital channels

Lifecos have work to do on their websites, Forrester’s study finds

Make your website accessible

Welcoming people with disabilities allows you to reach a broader audience

Is your digital marketing strategy working?

Several metrics can give you insight into the success of your efforts