Category Archives: Marketing

Use Market Intelligence to Take the Guesswork Out of Prospecting

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Conducting market research on your audience will reveal critical information that enables you to understand the best methods for communicating and appealing to them. You can tailor your value proposition to their pain points and approach them as a trustworthy advisor offering meaningful solutions—not just another talking head speaking into the void. 

Your Prospects Don’t Have Short Attention Spans

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People Don’t Have Short Attention Spans. It’s the Content that Isn’t Interesting.

The truth is out! Humans don’t actually have shorter attention spans than goldfish, it’s just that most of the content we’re consuming isn’t interesting enough to hold our attention. 

So what’s with the goldfish?

In 2015, the internet erupted with the statistic that humans have an 8-second attention-span. Less than that of a goldfish! Well,

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3 Pro Tips for Balancing Messaging & Visuals in Your Marketing

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The best messaging in the world can’t shine through a shoddy or outdated website. But the sharpest-looking website also won’t convert visitors into clients if the messaging isn’t on target for your ideal client profile. You have to strike the right balance between presenting long- and short-form content alongside engaging visuals.

Financial Advisor Videos Part I:

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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.  

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Help Prospects Better Understand Fees by Tying Them to Your Value

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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,

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