Category Archives: Marketing

Financial Advisor Videos Part I:

Share Button

The Undeniable Case for Using Video in Top Advisor Marketing Strategies 

We have been living in a digital world for some time now with much of our daily lives conducted online. From the personal to the professional, education to entertainment, so much of our attention is focused in the palm of our hands or on a desktop.

So, it’s no surprise that top-performing advisors are those meeting their prospects where they spend so much of their time—on mobile or in front of a screen.  

Continue Reading

Help Prospects Better Understand Fees by Tying Them to Your Value

Share Button

When we talk about the problems associated with an advisor’s fees, it isn’t that they are too high, too low, or inappropriately structured. Rather it is that advisors typically fail to communicate effectively with their prospects what those fees are actually doing for the client. In other words, what is the value of the service being paid for? 

Essentially, the fee discussion isn’t about one of the actual fee structures in place,

Continue Reading

Make Some Noise! It’s Time to Become a Fan-Worthy Advisor.

Share Button

Where do a financial advisor’s best leads and clients come from? It’s no secret. It’s likely every financial advisor will agree that the answer is undoubtedly… referrals. Referrals are potential clients that have been introduced to you by advocates—or fans!

What’s great about referrals is that they tend to move through the sales process much faster than non-referral leads. That’s because the sales process has been initiated by someone the lead already trusts.

Continue Reading

The Biggest Challenge for Advisors Today: Differentiation

Share Button

What is perhaps the biggest challenge advisors are facing with marketing in 2021?

In the cluttered and fiercely competitive advisory industry, it’s standing out from the crowd.

The biggest problem for solo advisors is not technology, nor is it even an economy of scale problem. It is a very big, very real differentiation problem. Today, there is very little to differentiate advisors from one another. 

It wasn’t long ago that offering comprehensive financial planning was a differentiator.

Continue Reading

The Key Difference Between Wanting & Receiving Referrals (and it’s not asking!)

Share Button

Prefer to listen over read? Check out this short video!

We talk a lot in the financial sphere about differentiators—what makes you unique? Why should a client choose you over another advisor? Taking this one step further, why would a current client recommend you to their friends and family? 

The answer is your client experience. 

The number one new business driver for financial professionals is referrals.

Continue Reading