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Conversations That Matter: Addressing Client Concerns, Hopes and Dreams in Uncertain Times Gets Nod From Panel of Industry Judges

Share this article Share this article LEAWOOD, Kan., June 9, 2021 /PRNewswire/ Impact Communications, Inc. (www.ImpactCommunications.org), a full-service marketing and PR firm that works exclusively with independent financial advisors and allied institutions such as custodians, independent broker/dealers, consulting companies and fintech firms, today announced that it has been named a finalist for the Digital Campaign of the Year in the Marketing/PR Firm category of the WealthManagement.com Industry Awards for the Conversations That Matter project, which was produced in partnership with the Advisory Solutions arm of Allianz Life Insurance Company of North America (Allianz Life) (https://www.allianzlife.com/for-financial-professionals/the-conversations-that-matter-project). The Conversations That Matter project was also honored in a second category, with Allianz Life Insurance Company of North America named as a finalist in the Insurance/Service category.

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Niche financial planning seen as the next frontier

As financial planning continues to evolve and consolidate, the best way to stand out might be to focus on a specific target market or niche.

Bob veresMatthew jacksonMichael kitcesBuckingham strategicInside informationDialektic consultingNew frontiersமேத்யூ ஜாக்சன்பக்கிங்ஹாம் மூலோபாயஉள்ளே தகவல்புதியது எல்லைகள்

RIA marketing is getting more personal, transparent

RIA marketing is getting more personal, transparent New research argues that stock photos on websites present a stale and static image. Clients want to see the real person behind the advice. May 24, 2021 4 MINS When it comes to presenting a public image and marketing a financial advisory practice, credibility is still great, but authenticity is the future, according to new research. In an age of wide-open social media platforms and seemingly unlimited sharing and sometimes oversharing of personal information, the wealth management space is at risk of falling behind the curve if it doesn’t start embracing the idea of “pro-personal” marketing and branding.

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Rethinking advisory fees means figuring out value

Rethinking advisory fees means figuring out value
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What advisers really want at the next in-person event

What advisers really want at the next in-person event
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