Sales & Marketing
Sometimes advisors don’t recognize their marketing “sins” until someone points them out. In a column at WealthManagement.com, marketing strategist April Rudin lists seven common sins that advisors commit, and offers pointers on how they can change their ways. The first sin: Aiming at everyone. Also, Abby Salameh, chief marketing officer for Private Advisor Group, has advice on how to walk that thin line between getting personal and too personal with clients, particularly because the Internet has blurred the rules. “Get personal — not private,” she writes. A link to her column at RIABizis below.