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…

Guide to Financial Advisor Marketing for Millennials

According to Smart Asset, only 11% of millennials use financial advisors on a regular basis. Only about a third of financial advisors actively target millennials. That means there are many millennials who need financial advice and plenty of opportunities for financial advisors. So why are so few…

Video Toolkit for Financial Professionals

You know video is a powerful tool for financial advisors. But how do you get started? Our video toolkit includes seven essential checklists, templates, and calendars to create your first video marketing strategy. By signing up for our toolkit, you’ll get new assets in your email inbox every week…

Digital and Offline Creative Marketing Ideas for Financial Advisor

Learn new tricks to engage your clients and generate new leads by learning from your peers. Our past webinar, Engaging Audiences Digitally, featured three great panelists; Rob Schultz, Founder of NFW Advisory; Christine Lazo, Director of Operations at Hedeker Wealth; and Elizabeth Leventis, Founder…

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…