3 Things Every Advisor Should Do For Clients When the Market Drops
In late August, we experienced the first market correction since 2011 and, unsurprisingly, it worried investors. The Dow Jones dropped 1,000 points, the Nasdaq fell 340 points, and the S&P 500 dipped 120 points. While this is an equally stressful time for financial advisors, it also provides…
Do You Have an Automatic Referral Process?
How do you get referrals from clients? While advisors used to rely on seminars, today, social media plays a powerful role. Watch this marketing tip video to learn more about how to create your own referral process using LinkedIn and Facebook. We love to share what we've learned from the thousands…
Client Events to Review Specific Holdings
When you're planning client events, think about the interests and concerns of your clients. Many are curious about their largest holdings and enjoy learning about market trends. Watch this marketing tip to learn how to engage clients and add credibility to your client events! How do I Add…
Generate Referrals With Client Events
We know that our "A" clients typically refer other "A" clients. But are you using client appreciation events geared towards your top tier clients to garner introductions to their friends and network? Watch this video to learn how to leverage social media to make the most of your events and how to…
4 Steps to Successful Inbound Marketing Step #4 Trust Me
Inbound marketing involves four important steps for your advisors. We might label them Find Me, Learn From Me, Talk to Me, and Trust Me. As your advisors become adept at inbound marketing their business will grow. Here is step four. TRUST ME All of your advisors' inbound marketing efforts will…