Marketing

Regulation doesn’t stifle social media Fallback Image Decorative pattern

Industry

Regulation doesn’t stifle social media

It’s a familiar refrain in the financial services industry: I’d like to use social media, if only compliance would let me.

May 4, 2012

4 min read

Trust in financial industry declines: survey Fallback Image Decorative pattern

Planning and Advice

Trust in financial industry declines: survey

It probably comes as no surprise that the financial crisis triggered by the collapse of Lehman Brothers and AIG led to a collapse of consumer trust in the financial industry as well.

March 29, 2012

2 min read

Market your practice like Apple Fallback Image Decorative pattern

Planning and Advice

Market your practice like Apple

The brilliance of Apple is not the diversity of its products; it is that so many people love the few products it sells.

By Keith Pangretitsch |March 12, 2012

3 min read

The cost of publishing your own book Fallback Image Decorative pattern

Planning and Advice

The cost of publishing your own book

Writing a book can be a powerful marketing tool. Michael Watkins, a financial advisor with Edward Jones in Duncan, B.C., occasionally gives out copies of his 150-page It’s Only Money guide to clients as well as lawyers and accountants.

By Stuart Foxman |March 1, 2012

3 min read