Most advisors want more ideal clients, not fancy marketing. In this letter to an advisors, I tell the truth about simple, authentic, sustainable marketing.
People refer for two reasons; 1) to be helpful, and 2) to look good. A good advisor brand makes your clients and COIs look great.
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.
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.
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.
10 tips to nail your first financial podcast – Financial Podcast Etiquette.
A good financial brand is at the core of achieving marketing results. Regardless of how many people you attract with marketing, your marketing campaigns are bound to fail miserably if your story isn’t obvious, compelling and highly...
Want to start your own financial podcast? Here’s the equipment you’ll need; beginner and intermediate. The software and hardware you’ll need to start financial podcasting.
If you don’t already know, financial podcasting is on a fast upward trend. As an experienced financial marketer, I’ve seen the start of other trends and this one makes perfect sense for financial advisors.
As a financial advisors you’re constantly being challenged to communicate via the right channel. Should you blog, email or send a letter – or podcast?
I’m working with an advisor in Australia. He has a brilliant mind and he’s on the cusp of changing the way investors see investment risk. His views are non-mainstream so that complicates the communication challenge.
Advisor Podcasts are the new “seminar marketing”. It takes more time to build your audience but it’s more authentic and trust building.
Whether you want to establish trust with prospects, build influence or expand your business then this article will put you on the path to online marketing success!
Many financial advisors struggle creating content to further their expertise and brand. In marketing your advisory practice, content may be the single greatest determinant of your ability to successfully attract, impress and influence your target audience online. Yet it has eluded too many advisors who aspire to “crack-the-code” and it will continue to do so.
No doubt, you’re well aware that your financial advisor website is an opportunity to make a first and lasting impression with your audience.
Most advisors (RIAs) “want” to be great at marketing. Even armed with that desire, you can’t just hire one vendor. You need a financial marketing team.
Everyone in financial services understands that advisors generate 75-90% of all their new business from referrals. That doesn’t mean they’re generating enough revenue however…
Advisors are marketers – if not by choice, by necessity. To be successful in this business, professional advisors need to create opportunities to: advance their careers…
The 14 Rules for Advisor Marketing Success cover everything from standing out in the crowd to being authentic and why focus on building trust.
I love this site and this brand. I’m also biased; we developed this one. It’s compelling and hits people in their 50’s right in the “I’m Interested” bone immediately.
Whether you are an advisor or an RIA, if your website doesn’t have a clear and compelling purpose for your business, you are likely wasting your time and your money.
Most advisors I’ve met struggle with marketing. We’re at a particularly tumultuous time on the financial services industry. There are incredible demands being placed on advisors including…
Your brand style guide is set of prescribed rules to follow whenever anything about you or your firm is created to ensure your audience sees and hears about you and your firm in a consistent, well defined way.
As we loop back in history, we can see that the way we “market” our products and services has changed drastically. We’ve gone from very limited supply of goods to a point where just about everything is a commodity.
Most financial advisory firms understand the potential value of a powerful brand. One challenge I often see though is the problem they face in understanding and positioning Brand ROI within their firms.
Financial Advisory firms can use a formula to move prospects along the sales path: from leads to clients. This isn’t a magic bullet but it is straightforward and simple. It takes discipline and dedication but once the formula is engrained, the rewards can be huge.
If this year is all about focus and results, then an advisor marketing plan is a must. Having worked with financial advisors for over 15 years now, I know just how compelling a written advisor marketing plan can be. Sure, everyone has an idea of what they’d like to improve upon. You’re likely reminded of it every day as thoughts of “what you need to do to achieve more success” race through your mind.
Independent financial firms are quickly gaining momentum on large financial firms in their ability to leverage the advisor website marketing. It used to be that 50% of investors preferred to work with advisors from big Wall Street firms. That was down to 16.2% by late 2013.
I just wanted to share what several people told me was an Aha-Moment while attending the RIA Summit, sponsored by Business Development Partners. My role at the summit was to meet with C-level executives from RIAs – RIAs managing at least one billion in client assets — and share my experience on building effective and profitable financial brands. Financial advisor marketing ideas they can implement right away.
“Trust”, there’s no word I’ve heard offered more when I ask advisors and RIAs what separates them from their competition. It’s such a predictable response I’ve been thinking of changing my business model to, “If I guess the four things you think separate your firm from your competition, do I win a prize?”