A visual representation of how and why good marketing happens. Have you considered that you’re competing in the expertise economy? All financial advisors are. You have the expertise to solve the challenges that your ideal client needs help with. You fill that gap, as illustrated below, by offering financial planning services of your design: …
How Good Advisor-Marketing Happens in the Expertise Economy Read More »
For years, advisors have been able to grow their businesses by using referrals and seminars. In our podcast, we often talk about why those strategies have been successful for advisors so far. While those two ways of prospecting show decent results for advisors, having a good digital communication strategy in place is proving more and …
Have you made the exciting decision to start your own podcast? Or maybe you’re a little hesitant. Many aspiring podcasters wonder how much work will be involved — specifically, how will they ever come up with enough topics for every single episode? I have written this short guide to provide you with useful tips so …
How to Plan Your Podcast Topics (And Never Run out of Ideas!) Read More »
Podcasting is an engaging medium and the recent advancements in podcast analytics are confirming what many have thought —it’ll be a cornerstone tactic in any relevant marketing strategy for advisors and fincos for many years to come. Here are some of the most important podcast stats you should pay attention to. There were 550,000 podcasts …
Why is it important to have realistic social media expectations? Having the right expectations will help you create realistic goals. Common goals for financial advisors include establishing themselves as thought leaders, building brand awareness, creating a positive brand association, acquiring clients, and improving interaction with key audiences. When you understand how social media works and …
How to Create the Right Expectations for Your Social Media Marketing Read More »
Our Top Advisor’s Marketing Podcast has had some incredible authors join us as guests. We’ve covered topics from marketing, practice management, and personal development. To celebrate National Book Month, we’ve brought together a list of some of those great authors we’ve shared the microphone with. A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead …
Do you remember how in high school gym, your teacher would always say, “There is no I in team?” Well, he may have been on to something. It turns out we are so much smarter than just “I”. Hands down, one of the greatest gifts I have been given is my amazing team. Do …
Have you ever had a colleague proofread your work? It’s remarkable what a fresh set of eyes can catch—all those typos you may have missed, despite having read it over and over again. But what if you don’t have a colleague available to proofread your work? Taking a break and reading your work again later …