I’ve never been as exhausted as the three times I brought children into this world. Hard to believe, but here are five things that are even more tired and worn out than that. If you’re using these analogies in your marketing, put them to rest.
At the core of it, every advisor is an entrepreneur. I love seeing successful female advisors because they have the potential to change the world. Here are the three most important ones that I’m celebrating on International Women’s Day.
The more I talk to dual-registered advisors, the more I hear that many of them are looking to get out of the brokerage business entirely and operate as a fee-only RIA firm. If this is something that has crossed your mind, here are the pros and cons and what you should consider.
You post what you think is a genius article to your LinkedIn page and what do you get? Two likes, and one of them is from your mother. Not the target audience you wanted. Here’s a zero-cost solution, including an example of how I recently landed a new client with it.
Advisors improperly cite or don’t cite their sources. Most advisors do this without even realizing it. This is a boring topic, but please read this to protect yourselves from legal problems.
Here are a few things you have to realize about how online leads are different from in-person leads.
Valentine’s Day is a huge commercial holiday for diamond companies and florists. It is great for financial advisors, too. Here are some ideas to get the love connection going with some new prospects this February 14.
I set out to be a financial advisor in my early 30s and getting started wasn’t pretty. Here’s my advice to my younger self about how to use youth as a marketing strength rather than as a detractor from your credibility.
This Christmas we had an ugly sweater party. In honor of that event here are the most unattractive things I consistently see on advisor websites. Just like the tacky sweater, let these five unbecoming blights collect dust instead of allowing them to appear on your website.
If your 2017 marketing results didn’t generate the leads you wanted, you were probably guilty of some of the problems below. As you put together your marketing strategy for 2018, here’s how to avoid screwing up.
Ever since I wrote my last article about naming an RIA firm I’ve been inundated with requests to review firm names. I appreciate that! But I also want to clarify what you need to understand about your brand before you can come up with the words to capture it.
I’ve talked to many financial advisors over the last few months who are confused, overwhelmed and in the dark about how use social media to reach the younger generations of wealth and rejuvenate a “graying” practice.
Here are six phrases to avoid using in your marketing copy if you want your chief compliance officer to like you.
Most firm names are so bland and nondescript that it’s like having no name at all. There’s zero brand identity. Here are some of the worst mistakes advisors have made naming their firms.
Most financial advisor websites, brochures and social media campaigns are generic. Their jargon is meaningless. If you’re using any of these six phrases then kick them to the curb.
Despite what you may think, your current clients will not dump you, and you won’t lose wealthy prospects by targeting a vertical – if you do it right.
Lately I’ve made leads appear out of thin air for myself and for my clients using this technique. I wouldn’t be writing this article if it didn’t work well. Read on to hear how you can get attention on the Internet for your brand even if you have no money and only a miniscule following.
Traditional seminars are bound for extinction because on-line technology gives advisors a better option to present to prospects.
Here’s my shocking idea on the best way to grow your practice.
Here are the five things advisors should avoid to get investors to pay attention to them online.