Think of the word, “marketing” — what images come to mind? Maybe your mind gravitates toward a print advertisement, or a billboard, or a television commercial. Perhaps you’re thinking of the promotional image you just scrolled past on your Instagram feed.
Correctly implementing a strategic marketing funnel can be the difference between wasting time and money on leads with low or nonexistent follow-through, versus nurturing legitimate leads through the buying process and turning them into steadfast clients. In this Advisor Perspectives
Financial advisors learned a lot of lessons in 2020. The unexpected, sweeping impact of the COVID-19 pandemic prompted many advisory firms to work remotely, in order to comply with statewide lockdown requirements. These guidelines challenged advisors to maintain a solid client
Think of your website as the hub through which all of your financial advisory firm’s digital marketing activity is connected. Your digital marketing tactics should always be driving traffic to your website, which should engage your clients and pull your prospects
“I don’t have time.” “My clients take first priority.” “I don’t even know how to get started.” These are all valid reasons why you may be hesitant to create and execute a content strategy for your financial advisory firm. After all,
You are in control of your business — surprise! This is the biggest secret that every financial advisory firm leader should know. Believe it or not, you have the power to choose which clients you serve, how to serve them, and