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Ad Targeting on Facebook for Financial Advisors

I hear from Advisors all the time about their experience with Facebook ads. …that they “don’t work,” or that they’re “great at getting the phone ringing,” or that the lead quality is “terrific” or “terrible. And when I dig deeper, one thing we find in common with most Advisors who have used Facebook ads is […]

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How To Come Up With Niche Marketing Ideas for Financial Advisors

One of the cornerstones of an effective marketing program for financial advisors is narrowly-focused niche marketing. The more specific, the better. Why? Because when you focus your marketing message to a narrow audience, you’re far more successful at a) being heard by people, and b) having those people feel like you and your practice are […]

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Semi-retired by 37: One RIA’s roadmap

In my practice, I take my clients through a process of values-based financial planning, which digs into the “Why?” of their financial plan versus just the “How?” One day recently, I had a lightbulb moment: “Why aren’t I doing this for my career, my family and myself?” At 37, I’ve put six years into building […]

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The CFP Title Game Was All About the Crowd — and Trump

There was a charged atmosphere Monday night. Photo: Sean Gardner/Getty Images Sports crowds are living, breathing, palpable beings: tens of thousands (sometimes hundreds of thousands) of people crammed into an area that you would otherwise never even attempt to cram tens of thousands of people into. It can take on personalities of its own, and […]

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