Wealth Management Daily Memo

APRIL 17, 2018

NAPA 401(k) SUMMIT

Plan Sponsors Share How Advisors Can Win Their Business

Michael Thrasher

Executives from three companies gave attendees at the NAPA 401(k) Summit some do's and don’ts and what they really look for advice on.

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PODCAST

Michael Kitces' #FASuccess Podcast: Talking Niches with Signature FD's Heather Fortner

Michael Kitces

Signature FD Chief Operating Officer Heather Fornter details the firm's "financial design" process and communities structure.

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MARKETING

Advisors Beware of These Five Broadcast Advertising Myths

Greg Dinetz

Many financial advisors use traditional radio and television broadcast as a cornerstone for their marketing strategies, but bad advice abounds.