It’s no secret that historically, investment advisors were seen as salespeople, with the commission-based model almost always putting the best interest of the client second. Over time, the financial services industry offered better options for financial planners and registered investment

When it comes to marketing, financial advisors generally should adopt an extremely effective and cost-saving marketing strategy to give their advisory businesses the boost they need: email marketing. In this guest article for Advisor Perspectives, Beyond AUM co-founder Gretchen Halpin