Is Your Marketing Plan in Line with Your Career?

Selzer, John M.; Garrison, Edward K.
July 2002
Advisor Today;Jul2002, Vol. 97 Issue 7, p64
Trade Publication
Discusses the significance of a comprehensive marketing plan to the financial advisor's longer-term strategy for marketing success. Key factor to career advancement; Principle which can form the basis of a lifetime marketing plan; Way to nurture relationships within the existing client base.


Related Articles

  • Use the LeBron Rules of Retention. de Pardo, Eliza; Inveen, Dan // Investment Advisor;Sep2010, Vol. 30 Issue 9, p60 

    The article discusses the aggressive and proactive talent retention strategy, as a key performance for investment advisers. It refers to a study, themes as Pay and Play, by FA Insight, in cooperation with "Investment Advisor" which focuses on human capital decision-making. It notes that key...

  • Time Management Can Make Or Break Your Career. RUMMAGE, RICK // Bank Investment Consultant;Sep2013, Vol. 21 Issue 7, p51 

    In this article, the author focuses on the importance of time management for U.S. investment advisors in order to develop their career. He informs that advisors need to prioritize their tasks based on A-B-C format, set goals for business plans and handle difficult tasks properly. He also...

  • Managers continuing their hunt for perfect addition to their shops. Williamson, Christine // Pensions & Investments;2/4/2002, Vol. 30 Issue 3, p3 

    Reports the strategic plans of executives of money management firms in the United States. Need for an alternatives manager and an equity shop by Larry Fink, chief executive officer of BlackRock Inc.; Plan of Jim Hawkes, chief executive officer of Eaton Vance Corp., to acquire an international...

  • CPD Quiz.  // Money Management;4/19/2012, Vol. 26 Issue 14, p26 

    A quiz concerning continuing professional development (CPD) for investment advisors is presented.

  • The five Ps in the pod.  // Finweek;5/20/2010, p53 

    The article focuses on the primary determinants for fund managers' including process, philosophy, pay, people, and performance.

  • Writing for dollars. McCoy-Pinderhuges, Paula // Black Enterprise;May2001, Vol. 31 Issue 10, p52 

    Answers to a question on how to become a professional investment proposal writer.

  • Course of action. Wickenden, Tony // Money Marketing;6/10/2010, p58 

    The article offers the author's views on the value of using the continuing professional development among independent financial advisers in order to focus on clients and business in Great Britain.

  • Americans go to London to spark career possibilities. Cardona, Mercedes M. // Pensions & Investments;3/18/1996, Vol. 24 Issue 6, p8 

    Reports that five American investment industry professionals will be going to London for a one year fellowship that is expected to benefit their careers. Information on the City Fellow's program; Names of Americans.

  • Edward Jones Shares 2020 Hiring Target.  // Research;Aug2012, Vol. 35 Issue 8, p11 

    An interview with Edward Jones & Co. LP managing partner Jim Weddle is presented. When asked regarding the reason of the company to aim 20,000 financial advisors (FAs) by 2020, he mentions that the goal is part of their long-tem vision. He states that growing the number of their FAs to 20,000 in...


Read the Article


Sign out of this library

Other Topics