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Content tagged "Impact Communications"


Impact Communications, Inc.

Filed under: Public Relations Firm
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Michael Kitces: CNBC is now literally contradicting the statements of the firms themselves as written in their ADV documents.

Michael Kitces attacks CNBC for its top-100 fee-only list because so many listed RIAs disclose non-fee comp on their ADVs
The New York-based news organization fires back by encouraging a closer reading of its methodology

Thursday 6.4.15
Payel Farasat: You become very humble when you have to sit across from clients and manage their life savings. This is big stuff.

Extraordinary women awaken the RIA business, shepherd billions
In a business starved for beyond-the-books talent, executives are turning to a largely untapped gender

Friday 3.6.15
Tony Robbins: I found out about HighTower and the only concern is they only deal with ultra-high-net worth people.

How Tony Robbins co-opted Elliot Weissbluth (and HighTower data) and vice-versa
A co-venture half-detailed by this unlikely couple of Type A-plus go-getters may set the stage for a wider collaboration -- perhaps a co-robo

Tuesday 11.25.14
 Brad Matthews: It was important if we were going to do something like this, [that] we worked with one of the leading firms.

Peter Mallouk buys a stake in Trizic
Barron's No. 1 advisor is likely to have his $12-billion RIA, Creative Planning, become a Trizic client

Thursday 11.6.14
What FPA's chief sponsor MetLife pays isn't peanuts but Snoopy is.

An advertiser's-eye view of what the new-look FPA looked like in Seattle
The Denver-based association showed signs of diminished draw but mostly offset by a stunning presence of youth and start-up exhibitors

Wednesday 9.24.14
Bill Crager: New chapter, full speed.

Envestnet goes back to its un-marketing marketing approach as Marion Asnes (mostly) leaves and her CMO spot gets deleted
On fire, Envestnet will still 'market' through conferences, advertisements and the like but with a more decentralized command structure

Tuesday 9.10.13
Mike Byrnes: Another way to grow more quickly is to bring on staff, even if it is at an hourly rate.

NAPFA conference yields valuable nuggets of practice-management and marketing advice
A strategic embrace of sales can build your practice dramatically, was the message NAPFA's practice-management conference held in Brooklyn

Tuesday 11.22.11
Deb Wetherby: Form a girls’ group.  Attitude matters – find and hang out with women who inspired you.

Eavesdropping on the NAPFA's pre-conference Women's Initiative
A daylong 'conversation café' emphasized communication, leadership and personal presentation; some guys crashed the party

Thursday 5.26.11
Brent Burns: Advisors who take on a fiduciary role have a lot of branding work to do.

NAPFA conference hits hopeful note as members look to the future
Unfazed by venue change, advisors mixed, mingled, blogged and tweeted their way through the three-day meeting

Wednesday 5.25.11
Ric Edelman: His firm is in major expansion mode; production costs for show are $2 million.

Edelman joins ranks of TV RIAs with PBS show that will reach 20 million
Ken Fisher advises treading with care: 'You can’t find anyone in history that’s done a TV show and built a big money management firm'

Monday 4.11.11
The buzz at the TD Ameritrade booth was that Tony Blair, Britain's former prime minister, is schedule to speak at TD's annual conference to be held in San Diego.

Eavesdropping on the Women Advisors Forum: Rainmakers share their secrets. Hint: They revolve around finding a niche
Women at the top of the profession have learned to give each other the look: "Like ‘I’ve got your back, sister.’”

Tuesday 12.14.10
Marie Swift: There has never been a time in recent history when so many prospects are looking for a new advisor.

Eavesdropping on the MoneyShow: The great debate between MPT and technical analysis
Plus, three marketing ideas that actually work and the academic case for alternative assets

Wednesday 11.24.10
Network founder Sheryl Garrett hosted this special anniversary retreat in her hometown, knowing that some fall-off might occur due to the lack of a major airport. One person who made the trip: psychologist Ed Jacobson.

Eavesdropping on the Garrett retreat: A white-knuckle drive; why independents aren't winning assets as fast as they should be; and six steps to building client trust
In the Ozarks, a small and informal conference draws big names

Thursday 11.4.10
Marie Swift: Advisors are at risk if they don't show their clients how much they are cared for.

Eavesdropping on a Cetera company's elite conference
What have you done for me lately: a strategy to head off DIY clients

Monday 10.25.10
Ready to blog after uploading podcasts: Chris Hall (left) coaches students Kimberly Curtis, CFP, and Gary Klaben, ChFC, at FPA pre-conference Web 2.0 Boot Camp.

Eavesdropping on the FPA conference: a speech about scared investors resonates; and an embittered advisor speaks up
Plus, a top expert offers the next level of advice on social media

Tuesday 10.12.10
Jason Jennings: LPL stood out for its hands-off approach and technology platform similar to that at Merrill Lynch

Breakaway story: A new Merrill Lynch breakaway team finds clients among a cadre of fellow entrepreneurs
The buy-local movement helps independent advisors, say experts -- if they are smart enough to market

Monday 9.20.10

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Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.
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Alexey Sokolin:  If Stein and Bo Lu of Future Advisor are right, there will not be much left to unbundle.
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