marketing

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

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

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

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

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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4 Ways to Boost Your Online Marketing Strategy

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 …

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10 Social Media Tools to Elevate Your Team’s Skills

Communication has fundamentally changed.  As an advisor, you must communicate with your clients and prospects in the medium they prefer, while they are there. This is the truth we live with today.  I’m talking about getting your firm active on social media. There are many companies out there who will take care of this for …

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The Truth About Marketing ROI for Advisors

Marketing is often critiqued or questioned about its ROI. But to be honest, it can be very difficult to measure the TRUE effect of marketing.  In the past, advisors got consistent results with marketing initiatives like seminars, running ads, or launching referral campaigns. But as marketing evolves, advisors are faced with the reality that one …

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