Sell Yourself Through Education

Want to be more effective in your advertising and marketing? Don't start by talking about yourself and asking for business. You have to give first! One of the best ways to start the process is by using your advertising or marketing in a way that educates your audience. It's tempting for many advisors to open up with their accolades, years of experience, and qualifications when trying to earn business. There's just one problem with that approach. Nobody cares! At least, not at ...

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7 Reasons You Should Attend The Marketing Forum

Are you committed to business growth and success? Join us for a marketing event and experience that is strictly for financial advisors. Below are 7 reasons you should attend The Marketing Forum this September 23 - 25 in Orlando, FL To register (or dig deeper), please click here. 1. It's 100% Focused On Marketing Many industry events try to cover every aspect imaginable. They end up sacrificing depth for broad coverage. Our goal is to drill deeply on the types of information and activities ...

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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 ...

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What Can Hot Dogs Teach Advisors?

It was 1916. The location: Coney Island. Handwerker, a young, ambitious immigrant opened up a hot dog stand selling his frankfurters at 5 cents each. Even then, this price point was shocking since it was half as much as the competitor’s. Then, something interesting happened. No one was buying. To Handwerker's surprise, no one was buying. Food regulation was not as strict then, and hot dogs were already suspect in the public's opinion. It was only natural for people to be afraid of eating ...

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8 Ways to Get More Referrals

Have you ever wondered how some financial advisors manage to get all their business from referrals? Despite what some people may tell you, simply asking for referrals isn’t enough. Here are 8 surefire ways to fill your prospect pipeline in 2013. 1. Surprise and Delight Your Clients People love telling stories. While your clients probably won’t be in a hurry to talk about the annual review you had with them, they will brag about how you threw them a surprise wedding anniversary party. Is their ...

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4 Ways to Make 2013 Your Biggest Year Ever

2013 is right around the corner and everyone wants to make it a better year than the last. Advisors are putting final touches on their marketing plans and making critical decisions on how to expend their energy and capital. What will it take to succeed in the new year? First, Lay the Groundwork Before you spend a single penny on your marketing efforts, you need to take a hard look at your practice through the eyes of a prospect seeing it for the first time. Everything that represents your firm ...

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Email Marketing For Financial Advisors: Common Questions Answered

An industry publication recently asked us to provide answers to some common email marketing questions. We thought you might like to see our responses. Q: In your experience as a provider of marketing content to financial advisors, what types of content (letters, articles, market commentary, etc.) have you seen be most effective in communicating with clients via email? Does this change among targeted demographics, such as women, seniors, small business owners, etc.? Please provide some ...

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