Marketing Strategy for Financial Advisors
All you have to do is answer a brief questionnaire about the type of advice you’re looking for, your risk tolerance, and your current income, savings, and investments. A financial adviser is like a secret weapon when it comes to managing your money. Their expertise can run the gamut, from helping you organize your cash […]
Welcome to FTW Explains: a guide to catching up on and better understanding stuff going on in the world. This week news broke that three Oklahoma Sooners players would be suspended for the Peach Bowl, the game vs. LSU that will act as the semifinal for the College Football Playoff. It’s a devastating blow for […]
Back around 2011, small businesses across America were flocking to promote themselves on “deal” sites like Living Social and Groupon in order to bring in new business. The ‘deal’ given was typically offered to customers at 50% off of the retail price. And before you say “but Financial Advisors don’t use Groupon to build their business,” […]
Advisors regularly approach us about driving more traffic to their website… so they can generate more leads and, in turn, sign more clients. And while it’s true that more traffic might mean more leads and more clients, most Advisor websites (or brochures or other marketing materials) do a good job of getting people to take […]
If there’s one thing I wish I’d done in my own business earlier, it’s niching down my marketing to focus on attracting a narrower audience. Of course, having a narrow focus isn’t necessary for every type of business, but for financial advisors, it represents a potential gold mine. In this article, I’ll be sharing some […]
