Marketing Strategy for Financial Advisors
The investing world is one where it doesn’t always pay off to be an overachiever, a financial planner once told me. Learning about personal finance is one of the smartest, most life-changing moves anyone can make. After all, a proper foundation of financial knowledge can improve your life in immeasurable ways. Learning how to budget […]
Most people will visit your website before ever stepping foot in your office. That’s why it’s essential you engage them, gain their trust and inform them about your services in a way that will resonate with them. One of the most effective ways to attract prospects to your website and transform them to leads (and […]
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,” […]