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Marketing for Financial Advisors by the Numbers

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,” […]

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A Critical First Step Before Financial Advisors Start Marketing

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 […]

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5 Benefits of Niche Marketing for Financial Advisors

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 […]

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