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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

Author Elizabeth MacBride September 20, 2010 at 5:04 AM
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Jason Jennings: LPL stood out for its hands-off approach and technology platform similar to that at Merrill Lynch

Marie Swift

Marie Swift

September 26, 2010 — 9:35 PM

Elizabeth – Thanks for including some of my comments from our telephone interview the other day in this story. There’s so much more advice I’d be happy to share. Let’s do a marketing tips piece together soon!

Mr. Morders and Mr. Jennings – Hang in there. You said it’s difficult to tell if your marketing efforts are working, but I can assure you that if you keep at it, telling your fiduciary story with a passion and building your visibility as local resources, that you will begin to see results. Visit my Best Practices in the Financial Services Industry blog at www.marieswift.com or www.impactcommunications.org for additional insights and advice.

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