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Financial Advisor Marketing Strategies, Tips, and Articles.

Killer Event Ideas

Here are some great ideas for upping the ante when it comes to putting on client and prospecting events.

These ideas involve the sophisticated use of branded gifts and promotional products.

How can this give you an edge in your marketing? Let’s look at some of the statistics. More than half of people who receive a promotional product have a favorable impression of the person or business who gave it to them. 83% of people could recall an advertiser or event from a promotional product, and 20% of consumers actually make a purchase after receiving a promotional product.

How can you leverage this to improve and grow your practice? Take a look at some of the possibilities:

10 Inspiring Quotes For True Leaders

Here are 10 inspiring quotes we hope will provide you with useful wisdom in your financial practice and personal life.

1. Surround yourself with the best people you can find, delegate authority, and don’t interfere as long as the policy you’ve decided upon is being carried out.
–Ronald Reagan

50 Things I Learned at the Platinum Elite Advisors Forum

The shared experiences, high energy and camaraderie of the Platinum Elite Advisors Forum was fantastic. When you attend events like these, it’s also important to walk away with a list of important ideas and action items you can use to improve your life and your business immediately. Well, here are 50 big takeaways ranging from hiring insights and WOW experiences, to powerful marketing strategies, PR opportunities and much more.

Why Advisors Should Be Hiring Younger Talent

If you take a look at yourself and other advisors in your practice, you can probably see a lot of gray. On the whole, the financial services industry is aging; a recent Cerulli Associates report found that the “average age of financial advisors is 50.9 and 43% of advisors are over the age of 55.” Less than 5% of advisors are under 30.

This demographic trend will become increasingly problematic as advisors start retiring and struggle with succession issues. Firms need to adapt by bringing in younger advisors.

5 Ways To Beat The Dreaded Robo-Advisor

So-called “robo-advisors,” the derisive moniker pinned on online software-based advisory platforms like Wealthfront, Betterment, FutureAdvisor, and SigFig, are the source of a lot of fear in the industry right now. A lot of that worry may be well founded. Using sophisticated technology, slick online interfaces, and low account minimums, they’re aiming a gun right at the heart of the financial planning business by telling affluent investors that they don’t need professional advice.

What can financial advisors do to fight back?

3 Ways to Generate Leads on LinkedIn

What can advisors do to generate business on LinkedIn?

You’ve heard plenty of advisors and social media gurus tout how great LinkedIn is for producing leads, but how much success have you personally had? Here are three steps you can take to start growing your business by leveraging this powerful social tool.

Top Social Media Mistakes Advisors Make

While most financial advisors are using social media in a basic way, few are utilizing it fully, and even fewer are growing their businesses from it.

Why is this the case? After working with countless advisors on their marketing strategies, we have found that there are a number of common mistakes advisors make when using social media for their practices.

So if you feel frustrated, confused or exhausted trying to make social media work for you, then pay attention. Here are three of the most common mistakes we see advisors make with social media.

3 Ways To Instantly Be More Likable

How would you like to create deeper relationships or greater rapport with prospects and clients?

This is where you want to start: Being likable. Without it, it’s going to be tough to make meaningful connections with others.

Janine Driver, president of the Body Language Institute, will be giving an enlightening presentation on body language at this year’s Elite Advisors Forum.

To hold you over until then, start practicing these 3 easy techniques Janine Driver reveals in this segment of the Today Show on becoming more likable instantly.

Common Mistakes Advisors Make On Twitter

Although Twitter has been around since 2006, many financial advisors still haven’t gotten the hang of it. Despite their best intentions, they misuse it.

Here are some common mistakes in using Twitter. Make sure you’re avoiding these mistakes so you can get the most out of your efforts.

Take Care of Your Assistant!

Take Care of Your Assistant

Do you know what Wednesday is? It’s National Administrative Professionals day! Are you planning to do anything for the assistant who takes such good care of you and your clients?

Good leaders know that their people are their greatest asset. This is especially true in our industry because financial services is a “people” business.

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