The Art of Inbound Marketing 2.0 is the definitive resource on how financial advisors can build their practice with digital marketing. The book offers step-by-step, actionable ideas for connecting with clients and prospects online.
Craig Faulkner is the leading expert on inbound marketing for financial advisors. He has worked with thousands of advisors and speaks nationally at conferences, where he teaches advisors how to grow their practices using digital marketing.
“As an advisor, you’ve done certain things that have worked well. My advice is to keep those tried and true marketing strategies in the back of your mind as you read this book to see how they can be adapted to the digital space. For example, I was great at group presentations and I still give them, but these days most of them are live video broadcasts. Get creative and new ideas will come to you in every chapter.”
CEO – FMG Suite
The very first stand-alone book on inbound marketing specifically for financial advisors. I wish there had been a book like this when I launched my blog.
Partner & Director of Research, Pinnacle Advisory Group, Publisher of Nerd’s Eye View blog at Kitces.com
This book is the step-by-step resource on marketing for advisors in today’s digital world. Craig Faulkner has been in the business as long as any of us and is the leading expert on this subject.
Barron’s #1 Independent Financial Advisor and CEO of Peak Advisor Alliance
Marketing has changed so much in the past five years, and advisors must adapt their strategy to continue to stand out in a crowded market. Craig’s insights help advisors evolve their brand in a digital world.
Chief Marketing Officer, Cetera Financial Group
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"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:
1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.
2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."
"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:
"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.
At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."