Create the Best Financial Advisor Marketing Strategy Using a Proactive and Reactive Approach

If you are like most advisors, then you understand how challenging planning a marketing schedule can be. It is not easy to know which events to do, when to do them, and how to plan them. Scheduling marketing activities long into the future can seem daunting, especially when you consider how quickly…

8 Ways Financial Advisors Can Get More Referrals

Have you ever wondered how some financial advisors manage to get all their business from referrals? Despite what some people may tell you, simply asking for referrals isn’t enough.  One of the best ways financial advisors can stand out from the competition is to establish a reputation of…

Complete Guide to Creating a Marketing Calendar for Advisors

You don’t have to wait for the beginning of the year, or even the month, to start creating a marketing calendar. Any time is a great time to get your marketing efforts organized. But financial advisors are not usually also professional marketing experts, so marketing is not always second nature. As…

Top 5 Digital Marketing Tools for Financial Advisors

From market demographics to digital technology, how prospects and clients engage with your brand has changed — and their expectations are clear. People want to work with financial advisors who are in tune with today's technology. They want to work with a professional who meets them at their level.…

Using a Marketing Wheel to Create a Marketing Plan

Marketing is all about storytelling, and digital marketing is all about digital storytelling. Building marketing campaigns, executing marketing tactics, and creating an overall plan contribute to creating a story. The best stories (just like the best marketing plans) are well-thought-out and focus…

The Evolution of Storytelling

From campfires to glowing screens, humankind has always been searching for the next big story to tell using the day’s best technology. Though it is millennia later, these principles are still the key to successful digital marketing and brand growth.  In the beginning, stories were mostly about…

Lead Generation for Financial Advisors: 11 Field-Tested Strategies

While the recent pandemic has shaken the economy and changed the way we connect, it has also increased the need for financial advice — and the way consumers find it. According to ThinkAdvisor: “During the first six months of the coronavirus in the U.S., the relative frequency of user searches for…

Blueprint For Relationship Marketing In A Digital Age

A Guide for Financial Professionals Relationship marketing may seem like just another industry buzzword. But how you handle relationships with existing clients determines whether you can rely solely on referrals to drive new business. Relationship marketing has been an effective marketing strategy…

Guide to Online Advertising

How to plan, launch, and track ads on social media and search engines If you want to reach new leads and grow your business, merely posting to your social media accounts and having a website is always enough. Instead, it is paid digital advertising that holds the most promise for the advisor…

The Complete Guide to Podcasting for Advisors

Podcasting has enjoyed a meteoric rise. Over the last three years, the total podcast audience has grown 34%. The new format took some time to make its way into the zeitgeist, but now a full 75% of Americans know what podcasts are and 55% have listened to at least one episode.  Incorporating a…