Advisors can increase their chances of landing speaking engagements by assessing their target clients, identifying their own areas of expertise, creating a speaker request form on their webpages, and by finding speaking outlets that focus on individuals who are likely to be prospective customers. So reports the Journal of Financial Planning.
Online-advice providers, or robo-advisors, are getting their fair share of publicity and funding. Earlier this year for example, Betterment said it had raised $32 million in fresh assets, bringing its total funding to $45 million. LearnVest, meanwhile, has also announced substantial success with its fund raising efforts.