News / Blog

  • 26 March 2015 : 5 myths of financial marketing
    Why should financial advisors try to navigate the complex world of financial marketing today? After all, a loyal client list and a glossy brochure are all advisors really need to [More...]

  • 5 March 2015 : The millionaire next door has left us
    The millionaire next door is a term popularized by Tom Stanley's 1996 book by the same name. In it, Stanley revealed the disparity between wealth and conspicuous consumption among several [More...]

  • 23 February 2015 : Networking ability in the modern age
    Networking is the lifeblood of a financial advisor’s practice. It allows you to increase trust, keep cold leads warm, transform referrals into clients and even increase the odds of attracting [More...]

  • 13 January 2015 : Best Blog Topics of 2014
    In case you missed them, here's a look at the top five LederMark blogs from 2014: How content marketing builds credibility for investment advisors Digital Marketing 3 Cs: Choreography, Capture, Chronology Stepping up and [More...]

  • 12 December 2014 : What to get the client who means everything (Keeping FINRA gift limits in mind)
    If you haven’t shipped yet, it’s time to consider your clients’ holiday gifts.  A gift conveys your regard for the recipient and their relationship with you. Perhaps that’s why the [More...]