Category Archives: Marketing

9 Financial Advisor Time Management Tips to Boost Productivity

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Do you feel like your business controls you (instead of you controlling the business)?

Do you reach the end of every week and still have far more left on your to-do list than you’d like?

If you answered “yes” to either of these questions, then you’re not alone. These are common problems for financial advisors at all stages of their careers. 

Meetings run over their scheduled times,

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6 Ways to Make The Most of In-Person Conferences This Summer

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Attending a conference can be one of the greatest things you can do for your advisory firm. Not only do you get the “low-down” on industry trends, but can gain some new skills, make some new connections, and even find some solutions to your ongoing business problems. 

It wasn’t too long ago we were writing a guide on How to Get the Most From a Virtual Conference because the pandemic—in its many forms—was still rearing its ugly head and keeping us all socially distanced.

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How Advisors Should Use their NIL to Build a Personal Brand

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I work with student-athletes looking to cash in on their name, image, and likeness (NIL). And I also work with advisors and have found there are important similarities In how they achieve marketing greatness.

NIL is your personal brand. Recent legislation allows student-athletes to profit from their brand. But successful financial advisors have been profiting from their personal brand since their careers began.

A personal brand is the foundation of your digital persona and should fuel and shape your marketing efforts.

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THE FINANCIAL ADVISOR’S GUIDE TO DIGITAL MARKETING AND PROSPECTING

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At this very moment, everything is changing in financial advisor marketing. Digital marketing and virtual prospecting are some of the newer ways to market your valuable services. However, these newer marketing methods can seem a bit overwhelming. This guide is designed to walk you through the most important elements, give you best practices, and unwind the complexities.

Learn more and access the report below.

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The 13 Most Important Marketing KPIs for Financial Advisors

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Congratulations! You’ve gotten your financial advisor marketing machine up and running. You’re posting consistently on social media, sending out regular emails, publishing new content to your site, getting published on other sites, running ads for your landing page, and even sponsoring a local event next month. You’re off to the races. Or are you? 

Marketing can be exciting, but your investments aren’t free. So how do you know if what you’re doing even matters?

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