Five-Touch Campaigns - Advisor Success Stories Here

In my last article for Morningstar Advisor, I provided thoughts and detailed instructions on how financial advisors could create an effective Five-Touch Marketing Campaign.

Be sure to read Power Up Your Marketing Plan - a companion article - too.

Please post your comments and success stories on this blog. We can create a dialog here.

Going Independent? Great Webcast!

5 Industry Experts share their views and insights:

1. Marie Swift, President and CEO, Impact Communications
2. Gregg Johnson, Senior VP, Branch Office Development, Securities America
3. Clyde Wyatt, Managing Director, Navigation Financial
4. Arthur Cooper, Co-Founder, Cooper McManus
5. Don Patrick, Managing Partner, Integrated Financial Group

In this 50 minute webcast, the panelists share over 100 years of experience in the independent financial advisory world - including practical considerations about setting up your office, selecting a broker/dealer, building a team and much more!

Tips for Controlling Costs in Recession

Small Businesses Struggle to Remain Competitive in the Recession: Financial Advisors Offer Tips for Controlling Costs

From corporate board rooms to the kitchen table, Americans are at work cutting the fat from over-extended budgets. This switch into survival mode is equally imperative in the small business arena where tight credit and the nation's newly adopted frugality have combined to create unprecedented financial challenges.

Listen to this helpful podcast now.

Time to Transition to Independence

With everything going on in the economy and the state of the financial services industry, is now the right time to make a transition to an independent business model? Whether you choose to affiliate with an established branch or build your own independent office, the benefits of independence may be more relevant than ever.

Listen to Is Now the Time to Go Independent?

Virtual roundtable with independent advisors Arthur Cooper, Bill Glubiak, Clyde Wyatt, Don Patrick and Kathy Goss

This podcast will let you hear what it really means to be independent – and provide information that can help you decide whether it's right for you.

Also ... Download the Going Independent Quiz! How do you rate?