In a recent blog, Samantha Allen of Financial Planning Magazine asked the question: Financial Advisor vs. Firm: Whose Brand Matters More? This is a question many advisors struggle to answer because, as she aptly put it: “Advisors are essentially sales professionals for the bigger companies, and their personal relationships are key to a firm’s success… yet the firm’s overall reputation supports advisors as well.” So how can an advisor decide which brand to promote? By answering three questions:
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Financial Advisor Marketing Strategies, Tips, and Articles.
3 Things Better Than a Silver Bullet
How many times has someone told you that social media, referral alliances with CPAs and attorneys, client events, or some other strategy is “the silver bullet” to transforming your practice? Don’t buy into the hype! There is no silver bullet to achieving success in our business; despite what some people would like you to believe.
Does Branding Really Matter?
Beauty is only skin deep. Image isn’t everything. You can’t judge a book by its cover. The English language is filled with expressions intended to emphasize the same point: that you shouldn’t make judgments based solely on appearances. Does that mean branding isn’t important? Certainly not. We live in a society where image matters.
Take Care of Your Assistant!
Do you know what next 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.
Should You Institute a Minimum Account Size?
Whether or not to institute a minimum account size in your practice is a decision that deserves careful consideration. On one hand, it seems purely logical: Put a minimum in place and you’ll have fewer, larger clients, thus working less and earning more. On the other hand, you risk the chance of losing vital revenue, as well as the opportunity to help great people who need your services.
Inside the SEC’s New Social Media Guidance
For many advisors, social media compliance is confusing and scary. The good news, however, is that the regulators are hastening to provide significant clarification and guidance.
8 Things Financial Advisors Should Know About Social Media Compliance
Many financial advisors hesitate to use social media because they are concerned about compliance. This is certainly understandable, but current rules allow plenty of flexibility to use social media effectively. In this slideshow, Robert Sofia, co-founder and COO of Platinum Advisor Strategies, attempts to demystify social media compliance by focusing on 8 critical areas.
LinkedIn 101: A Guide for Financial Advisors
With over 135 million users and a targeted userbase of business professionals, LinkedIn is the world’s largest professional network. If you don’t have a LinkedIn profile, you could be missing out on opportunities to connect with clients, prospects, and industry professionals.
Twitter 101: A Guide for Financial Advisors
Twitter is arguably the Internet’s most powerful tool for conducting real-time conversations online. An online micro-blogging tool that lets users post short (140 character max) comments, updates, and links – Twitter can be used many ways by financial advisors.
Facebook for Advisors – Is It Worth the Effort?
Facebook has now surpassed Google in its number of daily visitors, and more than 71 % of United States internet users are on Facebook. If you’re not using this tool to promote your business yet, now is a good time to start. Consider the following:
The percentage of baby boomers using social media is rapidly increasing and they are among the most active users on social networking sites.
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