Kirk will teach you why a brand is necessary to create the client acquisition strategy you’ve always dreamed of, sporadically pursued and never fulfilled. Real marketing for real advisors.

HOW TO FIND THE RIGHT FINANCIAL ADVISOR WEBSITE DESIGN COMPANY

Financial advisor websites come in one of four flavors of readiness:

  1. You have a perfectly fine financial advisor website – it looks good, attracts prospects and provides leads (in which case you don’t need this resource)
  2. Your website is “okay” but something isn’t right as it isn’t creating any leads
  3. Your website needs a full makeover – it looks “old” and simply isn’t engaging
  4. You either don’t have a website or you know it’s time to start over with a new one

 

Advisor Marketing vs Branding

Watch Kirk Lowe explain the difference.

BrandTastic

A marketing & branding course for advisors.

Mod Marketing Podcasts

A “No Holds Barred”, highly informative and always entertaining podcast series with Kirk Lowe, Chief Branding Tactician at TactiBrand and Matt Halloran, founder of Top Advisor Coaching.

Blog

5 Simple Boosts to Attract Ideal Prospects

5 Simple Boosts to Attract Ideal Prospects

This whitepaper will show you simple ways to boost your network expansion so you can attract your ideal clients. It’s easy to get lost in the service, administrative, and compliance side your business while pushing aside the work needed to attract more ideal prospects. Marketing is often the weak link in an advisors practice and it’s almost always the first “expense’ that gets cut or the first “task” that falls off the plate.

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9 Best Practices for Your Advisor Blog

9 Best Practices for Your Advisor Blog

Content rules marketing. I’ve written on ways to create content, how important is to generate leads and how content transcends marketing. Essentially, content is marketing. And if you find it difficult to produce content, you’re behind the eight ball.

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12 Website Mistakes: Don’t Make These

12 Website Mistakes: Don’t Make These

This article is for financial advisors who want to be better at marketing. If you can relate to any of these WEBSITE DON’Ts, I’m hoping they inspire you to reflect on why you have a website and what you hope it will accomplish for your practice.

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The Brand Impact Assessment helps financial advisors and firms gain insights on the effectiveness of their branding and marketing strategies and implementation.