Archive For "Financial Advisors"

David Thompson of Phoenix Marketing International to Present at the ABA’s 2016 Trust & Wealth Executive Seminar on the Emergence of Affluent Millennial Investors

“Active Wealth Millennials – Vanguard of the Next Gen Investor” covers the attitudes, behaviors and investment trends of affluent millennial households Phoenix Marketing International (http://phoenixmi.com/), a premier global marketing services firm, today announced that David…

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Phoenix Uncovers Four Keys to Advertising that Successfully Drives Responses from Financial Advisors

Phoenix Marketing International, one of the top branding and advertising research companies in the U.S., recently updated its proprietary models that quantify the effectiveness of print advertising that targets Financial Advisors. Phoenix recently implemented these…

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The “Short List” of Brands Recommended by Financial Advisors in 2013 Contains Several Well-Known Fund Providers, Yet Their Performance Varies by Advisor Type

Semi-annual research conducted by Phoenix Marketing International among financial advisors indicates that the top-ten brands, based on advisors’ overall impression and likelihood to consider for recommendation to their clients in the next six months, varies…

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