Identifying Your Ideal Client: The Key to Success for RIAs
Socrates said it well: “Know thyself.” But Yogi Berra said it better: “If you don’t know where you’re going, you’ll end up somewhere else.” For RIAs, self-knowledge – which includes an understanding of the firm’s ideal client persona (the people you need
Redesigning Your Approach: How RIAs Can Deliver Exceptional Client Experiences
Advisors must redesign their entire approach, starting from the client's point of view. To appreciate the importance of this paradigm, think back to this moment in the movie City Slickers: Mitch, the world-weary New York executive who, with his friends, signed
8 Ways to Increase Traffic to Your Financial Advisor Blog
As a financial advisor, you know that having a blog is a great way to engage with prospects and current clients. Original content not only builds brand awareness and shows that you're an expert in your field, but it also
Gray Divorce: Sample Content Workflow
Writing targeted content and providing client education around life events can be a huge growth opportunity for financial advisors. We recently facilitated the session Gray Divorce, Living Together, and Elder Care: Handling the Transitions at the 2022 FPA Annual Conference.
FPA National Conference: Here’s What You Missed
If you didn’t attend the FPA National Conference in Seattle, you missed an event that delivered exactly what was promised: connection, learning, and community. With the conference being so close to the holidays, I wasn’t sure if FPA could pull
The Power of the Right Community
It seems that in-person conferences are in full swing, and the end of the year is jampacked with people coming together to hear the financial advisory industry's best and brightest. Last week, we were privileged to spend time participating in
The Four Most Ineffective Marketing Tactics for Financial Advisors
According to an Investment News survey, the typical advisory firm spends less than 2% of its revenues on marketing. And it makes sense: Many financial advisors are skeptical that marketing even “works,” and they don’t have much free cash flow to
PR: How Financial Advisors Can Get Started
It's no secret that content marketing and PR go hand-in-hand but very few financial advisors effectively incorporate PR into their content marketing strategies. We have to ask, what's the point in creating amazing content if no one knows about it?
Creating Videos? Don’t Forget Boomers and GenXers
It's vital for financial advisors to understand the differences in how boomers and GenXers consume digital content — especially video. In this article for Rethinking65, Beyond AUM co-founder Gretchen Halpin discusses what sort of video content these potentially profitable demographics are
Fall 2022 Advisor Conferences – Panel Appearances
We’re entering the dog days of summer, where we’re more likely to receive an out-of-office than a “what’s the ETA on this.” But as autumn arrives, so too does Advisor conference season and an always busy Q4. Here’s where we will