Biggest Mistakes Advisors Make When Trying to Attract High-Quality Clients

There are a number of common mistakes financial advisors make when trying to attract high-quality clients. Avoiding these mistakes can mean the difference between struggling or running your business smoothly, with a steady stream of clients willing to pay you what you are worth. Not Distinguishing between Price and Value With fee-only business models becoming […]

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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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