Ideas to Stand Out and Attract the Next-Gen
The Great Wealth Transfer is here, and the new generation of HNW decision-makers defines value differently. Whether you’re connecting with next-gen clients, clients’ next gens or prospects, experiences are more important than ever to attracting and retaining them.
Curious about the “Do It For Me” Program? Hear One Advisor’s Marketing Success Story
Tune in to hear how Kim Chorney, Partner at Madison Financial Planning has found marketing success at her firm. Kim shared how she has leveraged FMG to consistently share content in a personal way to boost client engagement and drive more prospects to her business.
Growth Hacks for Advisors from Our CMO and a Top Financial Advisor
Tune in to hear how Chad Parmenter, has found marketing success at his firm. Chad shared how he has leveraged FMG to increase engagement with clients and prospects and build a strong brand strategy for his business while catering to a particular niche.
An Advisor’s Story: Crafting a Fulfilling Niche from Life’s Challenging Transitions
Tune in to hear how Chevonne Farler, Wealth Management Advisor at TBH Advisors has found success serving a fulfilling niche. Chevonne shared how she has leveraged FMG to increase engagement with clients and prospects, all while driving new business catering to a specific niche of clients going through major life events, such as divorce or the death of a spouse.
The Best Lead Generation Tactic Most Advisors Aren’t Doing: Webinars
Webinars are low-cost, easy to implement, and best of all, they are effective in showcasing your expertise and bringing in new prospects. But did you know that only 23% of advisors are currently utilizing them?
Uncovering the Secrets of Hyper-Growth Firms
If you’re curious about what separates hyper-growth financial advisory firms from non-growth ones, then taking this deep dive into the findings of the recent Nitrogen Growth Survey to discover why some firms have experienced growth while others haven’t is for you.
Your Clients Received Their Tax Return. Now What?
Discover the next level of client engagement and value creation with Holistplan. As an advisor, you understand the importance of going beyond the basics, and tax planning services can unlock a world of opportunity for your clients.
The Biggest Marketing Opportunity for Advisors: Strategies to Capitalize on the Growing Demand for Tax Planning
Help with tax planning is the #1 thing that clients of advisors want.
Samantha and Susan’s Marketing Predictions for 2023
Give your marketing a leg up by discovering the biggest marketing predictions in the coming year. This is one you don’t want to miss!
Is Your Marketing Working? What Tactics Have the Highest ROI
Watch our latest webinar to uncover how to track your marketing investment, activities and performance, and discover new opportunities to improve your results.
