Marketing Strategy 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 […]
When it comes to attracting new clients to your financial advisory practice, the days of direct mail invitations to steak dinner seminars are mostly in the past. These days, there are all kinds of ways prospects can and will discover you. One increasingly common channel to connect with new prospects is automated marketing via Facebook […]
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 […]
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 […]
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 […]