Ben Lee Contributor Mr. Lee hails from Houston by way of Shanxi. A longtime investment analyst and financial commentator before the 2008 crash, he has since concentrated on providing consultant services to clients in the securities and employer benefits industries.
Blogging Should Be a Key Part of Advisor Marketing Blogging can be an effective marketing tool for advisors when they have quality content, a personalized approach and good SEO.
How Advisors Can Choose the Right Technology Finding the right technology can be overwhelming for advisors, but there are some ways to make selecting it easier.
Active Social Networking Helps Career Advancement Casual conversations on LinkedIn can lead to new opportunities, but many members find it hard to stay in touch with their network.
Simultaneous Fiduciary Rules Could Cause Problems Concurrent fiduciary rules from the DOL, SEC and state legislators could hinder smooth implementation.
Lowering the Reading Level Increases Client Engagement Advisors must simplify their marketing copy to increase client engagement and reach a broader audience.
