Advisor Marketing Formula

Advisors’ Best Practices for Creating a Clear Message and Building an Audience

5 Comments / BLOG, Branding / By

The two consistent elements to successful marketing have always been, and always will be, a clear message and a clearly-targeted niche audience. Eventually, you hope your message will become your brand with the people you ideally want to attract.  WHAT COMES FIRST: THE MESSAGE OR THE AUDIENCE?  Your message and audience are interlinked and, therefore, …

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How Good Advisor-Marketing Happens in the Expertise Economy

3 Comments / BLOG, Content Marketing, Marketing Strategy / By

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: …

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5 Easy-To-Use Tools For Advisors To Become Their Own Marketing Team

2 Comments / BLOG, Marketing Technology / By

You’ve heard it countless times: advisor marketing is evolving. That means you need to constantly look for new and engaging ways to share content that differentiates you from other advisors. But what if you don’t have a full marketing team at your disposition? Could you do it yourself? With so many variables to keep in …

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3 Stages To Creating New Offerings That Your Clients Will Value

3 Comments / BLOG, Marketing Strategy / By

In every industry, decision-makers are constantly challenged to improve their offerings, to find new products to better meet client expectations and needs, and, just overall, to continue improving.  But you cannot make changes without a reason or a plan, just for the sake of offering something new or refreshing your product. Most likely, if you …

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