TITLE

SELLING THE INTANGIBLES

PUB. DATE
April 2008
SOURCE
Advisor Today;Apr2008, Vol. 103 Issue 4, p37
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article focuses on the marketing strategy of financial planners and investment advisors in selling intangibles in the U.S. Chris Everett of Everett & Associates Inc. refers to intangibles such as personal traits and ways of interacting with clients, which could cause them to choose one advisor instead of the other. However, David Smyth of Family Financial Advisors focuses on creating for its clients a sense of belonging.
ACCESSION #
31618290

 

Related Articles

  • Spinning 8 Prospecting Plates That Will Lead To Greater Sales. Harris, Bill // National Underwriter / Life & Health Financial Services;4/7/2008, Vol. 112 Issue 13, p33 

    The author presents 8 prospecting stages that financial advisors in the U.S. must concentrate in order to have a greater sales. Accordingly, the author discusses the 8 prospecting stages and how manage each one of them. Moreover, he analyzed that advisors must try to spend 60% of their time in...

  • Rising stars. Hely, Susan // Money (Australia Edition);Nov2009, Issue 118, p62 

    The article features several investment fund managers in Australia. It states that Ian Harding, Graeme Burke and Catherine Allfrey, worked together at Colonial First State before starting Wavestone in 2006. David Smythe, Zenith Investment Partners director, says many of the managers in the...

  • Advisor Survey 2012. Wood, Maria // Senior Market Advisor;Mar2012, Vol. 13 Issue 3, p40 

    The article presents the results of this journal's advisor survey of 2012 involving some 650 respondents, on various aspects of the business such as the practice, products, media, sales, and marketing. Questions raised highlighted issues which include concerns and fears faced by both advisors...

  • Do the Rich Enrich? O'Brien, Elizabeth // Financial Planning;Oct2007, Vol. 37 Issue 10, p53 

    The article reports that financial advisors are seeking high-net-worth (HNW) clients. According to the 2007 Rydex AdvisorBenchmarking Survey, majority of advisors plan on chasing HNW clients using marketing strategies. The author states that HNW individuals are those who have more than $1...

  • How to Avoid 12 Big Marketing Mistakes. COLBECK, TODD // On Wall Street;Jul2011, Vol. 21 Issue 7, p32 

    The author cites the top 12 client marketing mistakes committed by financial advisors and offers tips on how to avoid them. Among them are failure to test marketing ideas, lack of value proposition, using only one marketing system and not spending enough time on marketing as the biggest mistake....

  • Insure the Goose. Wolff, Thomas John // Advisor Today;Apr2004, Vol. 99 Issue 4, p80 

    Discuses the importance of having a disability income insurance. Different ways to replace lost earnings due to accidents; Role of financial/insurance advisors in helping people to realize the importance of purchasing a disability income insurance.

  • Get Up To Speed On Marketing Yourself. Rummage, Rick // Bank Investment Consultant;Jun2012, Vol. 20 Issue 6, p21 

    The article presents strategies for financial advisors on how to grow a business One of the strategies mentioned is holding seminars and classes on various investment and financial planning topics. Advisors could discuss something basic like financial planning 101 or it could be a little more...

  • Schedule Your Success. Cobb, Bob // Bank Investment Consultant;Feb2008, Vol. 16 Issue 2, p30 

    The article focuses on the use of marketing calendar as a simple tool to create predictable and consistent production opportunities. It is stated that the problem with most financial advisors is not the boss, but a reactive marketing plan, which only amplifies the cyclicality of the business. It...

  • Reap what you sow. BILLINGHAM, STEVE // Money Marketing;7/3/2014, Issue 1444, p45 

    The article offers suggestions and tips for financial advisers on how to sustain a successful marketing initiative including the importance of developing and maintaining good relationships with clients and prospects and the significance of knowing the needs of the consumers.

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics