Talking Identity Theft And Tax Return Fraud
Identity theft is a growing concern, and as tax season approaches, there’s increased risk that people will be victims of tax return fraud—when scammers attempt to file under other people’s names and swipe their refunds. Financial advisors are not only uniquely positioned to help clients protect themselves in these cases—but can also use their expertise […]
10 Ideas For Hosting A Virtual Holiday Party
As financial advisory firms expand their reach beyond local communities, with clients and team members scattered across the country, the holiday season presents a unique challenge—and opportunity. How can firms create meaningful connections and celebrate the season with remote employees, clients and prospects? This article offers innovative ideas for virtual holiday gatherings that financial advisors […]
How To Handle Clients’ Election Anxiety
Understanding Election Anxiety and Its Impact on Clients As a financial advisor, you may find that clients become increasingly anxious about market volatility during election seasons. While it’s not necessary to constantly discuss elections, having effective communication strategies in place can help ease client worries and reinforce their confidence in your guidance. Here are five […]
Top 5 Marketing Trends Of 2024
The biggest challenge when you’re considering any trend, even those in marketing, is predicting which ones will really pay off and which ones are fads. The same goes for trends in the financial advisory space. By tapping into a useful marketing trend, you can get an edge over your competitors and open the door to […]
7 Quick Yet Powerful Marketing Tips You Can Implement Today
Whether it’s expanding your social media presence, implementing website best practices, or finding better ways to communicate with clients, we’re often on the lookout for big-picture items to improve advisor marketing. Focusing on the big picture is essential. But throughout my career, I’ve found that some of the best results can come from making small […]
Best Practices for Driving Traffic to Your Website
There are a lot of factors that play into SEO, which is why I often recommend advisors start with the basics. To help you do that, I’ve outlined five steps that will go a long way toward improving your SEO efforts and ultimately result in more visitors—and conversions—from your website.
5 Tips To Get The Most Out Of Webinars
Webinars remain one of the most effective but underused marketing strategies for advisors. True, they require some effort to set up, but advisors who host them find out these events are an excellent way to engage a large audience and fuel their other marketing channels, all at little additional cost.
5 Top Lead-Generation Strategies For 2024
Advisors who want to market well need a well-designed website, an engaging social presence, and responsive communications. But those things are just the beginning. Standing out means doing more.
Showing Off Your Emotional Intelligence
What can you do to stand out to your target market? One of my favorite answers to this question is that you can showcase your emotional intelligence on your website. This article will show you how.
Top 5 Advisor Marketing Ideas For 2024
How do you differentiate yourself in a sea of sameness? As 2024 approaches, several marketing ideas come to mind, and one theme woven through them is the power of brand: Yours should convey the genuine care you have for your clients.
A Text To Show You Care
This article was first featured in Financial Advisor Magazine on Nov 1st, 2023. If you’re like most advisors, your phone might not ring as much as it once did, but your email inbox is likely filling up. According to McKinsey Global Institute, the typical professional receives an average of 120 emails per day and spends […]
A Sample Weekly Marketing Schedule For Advisors
It can be daunting to come up with a daily schedule for your marketing when you’ve got so many channels available. You’ve likely asked yourself: How do I come up with a daily task list that serves my broader goals? When should I post on social media? How often should I engage? Am I blogging enough?
Top 5 Marketing Trends In 2023
Trends in marketing are always evolving, and there’s been no exception to that in 2023. From the effects of the Securities and Exchange Commission’s marketing rule to advancements in AI, there are new ways for advisors to think about their marketing and find opportunities in it.
Should Advisors Jump On The Threads Bandwagon?
Seemingly overnight, a standout new platform has emerged in the social media landscape. Threads, the latest release from Facebook and Instagram parent company Meta, blew past industry expectations and acquired over 100 million users in under a week. It’s a feat for the history books, as the new platform handily beat the previous record held by the artificial intelligence app ChatGPT, which took closer to two months to reach the same record-setting milestone.
Have A Tale To Tell
Human beings are naturally drawn to stories. Narratives can help us understand complex information, make sense of our world and help us forge connections with others.
Top 5 Tips For Sharing News Articles On Social Media
There’s no more powerful message than original, insightful content written by a financial advisor. As a financial professional, you can serve as a guide and mentor, interpreting and explaining the ups and downs of market events, helping clients set financial goals, and explaining retirement strategies, among other things.
5 Tips To Get Started With ChatGPT In Your Marketing
ChatGPT burst onto the scene with little warning. Few knew what the Microsoft and Elon Musk-backed artificial intelligence startup OpenAI had developed or how quickly it would become one of the most impactful technology stories of the day.
Five Pages Every Website Must Have
As a financial advisor, you know your website is critical to your online presence. It’s the foundation of your marketing, serving as the home base where prospects and clients find you.
Getting Personal
When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account.
Be a Video Star
Video is undoubtedly one of the most powerful marketing tools. In fact, research from HubSpot shows that 54% of consumers want to see more video content from the brands and businesses they support.
3 Must-Follow Copywriting Rules
By following a few copywriting golden rules, you can write an effective message while still saving yourself time. Read on to learn more about these five rules and how you can use them to improve your client communications.
Advisors’ Top 10 Questions About LinkedIn, Answered
Financial advisors are more connected digitally than ever before. And when it comes to prospecting and growing your business, social media is one of the best places to leverage your digital presence.
5 Tips For Client Communication During Times Of Volatility
Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications.
5 Tips For Getting Noticed In Searches
How do you get noticed more in search engines? It’s a popular subject but also a daunting one. To help advisors increase organic traffic to their websites, I’d like to share five of my favorite tips for raising their profile through searches, otherwise known as search engine optimization or SEO.
Get The Most Out Of Video
If you’re going to take on a new marketing venture this year, why not make it video? You might be worried that it’s too challenging, and it can indeed be intimidating to start. But with the right steps, you can build a successful video marketing strategy for your business.
Is Your Website Ready For 2022?
This article was first featured in Financial Advisor Magazine on Feb 1st, 2022. It’s arguable that your website is your most valuable brand asset. It gives you valuable marketing real estate to vie for clients’ attention. On a client’s laptop, your home page gets the same screen space as that of any financial giant. Despite […]
Making LinkedIn Work For You
For advisors seeking clients among business owners and corporate executives, as well as firms looking to grow through mergers and acquisitions or seeking new recruits, LinkedIn offers several ad options at different costs.
5 Common Digital Marketing Mistakes
Marketing is an ever-changing subject for advisors. For many of them, the biggest challenge is simply keeping up. To help, I’ve compiled a list of five common digital marketing mistakes and offered suggestions for how to address them without a lot of effort.
Linking Up On LinkedIn
The key is to establish an effective content strategy, one that attracts prospects and grows your following. Here I will outline five proven ways you can create an effective content strategy for social media. And though many of these tips could transfer to other platforms, they are specifically designed for LinkedIn.
