7 Marketing Ideas to Drive Growth in 2022 for Advisors
Implement these 7 ideas in 2022 and you’ll see your business thrive!
The 2022 Marketing Checklist for Financial Advisors
It's that time of year again – time to get your 2022 marketing strategy ready. Here is a checklist of things you can do to make sure your next year is the best year for your business ever. 9 Tips To Get Your Marketing Ready for 2022 1. Review what worked in 2021 Now is the time to go back and…
Financial Planning for Millenials: How to Connect With a Younger Generation
Did you know that only 34 percent of millennials with less than $1 million net worth and only 24% of millennial millionaires use a financial advisor? Whether these statistics are caused by millennials' skepticism of financial advisories or a perception that they don't have enough assets to worry…
Instagram and Financial Advisors: What You Need to Know
Instagram is one of the top social media platforms in the world — but should financial advisors use Instagram? This is a question our marketing specialists get all the time. Instagram makes it easy for a business to find new clients with targeted marketing, gain insights into their audience, and…
Communication Today: What, Why, and How?
A guest blog by Derrick Girard Understanding the changes in the way people communicate today is as simple as What, Why and How. What is changing and how do I keep up? Every day, you wake up, go to work, and interact with your clients the best way you know; however, technology continues to move the…
Marketing to Centers of Influence for Financial Advisors
The Center of Influence definition is marketing to key people you can rely upon to help grow your business. As a financial advisor, your Centers of Influence (COIs) may include CPAs, attorneys, trust underwriters, mortgage professionals, and more. These are professionals who refer their clients to…
What is an Email Drip Campaign?
Email drip campaigns are a series of emails that you send to your clients and prospects to nurture relationships, soft sell, and drive engagement. They range in duration, but are continuous outreach efforts to show your email contacts that you are thinking about them and want to stay in touch.……
5 Superhuman Powers Automated Marketing Gives You
It’s not just enough to implement a marketing solution, you must be able to maintain it consistently; day after day, week after week, month after month, year after… well you get the idea. Mere mortals (AKA financial advisors) just aren’t capable of sustaining that kind of consistency. That would…
How to Attract More Referrals to Your Firm
Referrals have long been the backbone of a financial advisors’ growth plans. However, the process of getting those valuable new contacts can sometimes be elusive. For those financial professionals who are looking to reach more referrals, improve the quality of referrals, or just get better at the…
How to Use Original Content to Gain More Clients
If you’re looking for ways to set your financial advisory apart from the competition and reach new leads, content marketing is the answer. ‘Marketing’ doesn’t mean simply pitching your products or services. By using original content, your financial advisory provides an avenue to offer relevant and…