How advisers are using video to connect with clients

Financial advisers at the InvestmentNews Retirement Income Summit discuss their strategies for using video on their firms' websites
MAY 12, 2010
By  Mark Bruno
Jeff Marks of Prime Financial Strategies, Marty Higgins of Family Wealth Management, Peng Chen of Ibbotson, Zach Parker of Securities America, Jay Van Beusekom of Mutual of Omaha and Daniel Smith of Daniels Financial Group talk about the role of video in their businesses at the 2010 InvestmentNews Retirement Income Summit.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound