A Guide to Building a Marketing Funnel
A marketing funnel is a measurable, visual representation of the process of turning people from prospects into loyal clients. Whether or not you are aware of it, you are utilizing a marketing funnel. But are you taking full advantage of it? Correctly
What is Client Lifetime Value
Advisors know that it is increasingly difficult to differentiate themselves in the marketplace and maximize their resources. Balancing your love for what you do with what clients value most, while maintaining efficient and effective service models is grueling. Financial advisors
Put Data at the Core of Your Marketing Strategy
I’m making a bold claim: Data should be the top driver of your marketing strategy. To understand why, consider Bob Dylan’s lyrics, "the times they are a-changing." Marketing for financial advisors historically meant placing an advertisement in a magazine or sending
How to Use CRM Software
Every business and industry needs data to grow and succeed. Knowing what data to collect, how to collect it, and what to do with it after collection makes all the difference in a business’s survival. As a financial advisor, you collect
Boost Your Digital Marketing Impact by Repurposing Content
You probably don’t need reconvincing that your digital footprint matters for the success of your practice. But just in case you could use a refresher, a survey of 2,000 U.S. respondents earlier this year by technology platform Intelliflo found that
How Clients Find Their Financial Advisors Online
Every day, decisions are made based off of digitally sourced information, showcasing just how large a role the digital world plays in how we connect and engage with one another, including with clients and prospects. For this reason, it’s essential
Technology Enables Personalized Client Engagement
Most of us in the industry can remember the days when offering a secure client portal for uploading documents and viewing account information could be touted as a serious value-add. But today, secure client portals are considered table stakes. In
Cultivating a Growth Mindset
Growth is good, right? After all, nobody launches a financial advising practice or any other type of business unless they’re expecting it to grow. In business, as in horticulture, when we plant something and focus the proper care on it,
How Storytelling Fosters Trust
Advisors who are part of the Dimensional ecosystem have access to world-class research based on empirical evidence, and that should be of great encouragement to both advisors and their clients. But Dimensional advisors have another great tool in their belts
Cross-Generational Marketing is Better Than a Great Divide
With marketing, we’ve all heard how the various generations are characterized: Boomers can’t use social media without the assistance of their grandchildren; Gen Xers are wary of anything that smells institutional; Millennials require coddling; Gen Z is entitled and demanding,