Where can I find the best content to drive engagement? I’m not looking to provide market commentary. It would be great if I could customize it with our brand but not have to rewrite any of the content.
Google dominates our on-line personal lives. If you are not utilizing it in your financial advisory firm as well, you are missing out. While there is a paid option for businesses called G Suite, there are also tons of free tools that you can use to keep your office running smoothly.
One of the biggest mistakes a financial advisor can make is to ignore the importance of creating a complete and cohesive client onboarding process.
Should financial advisors spend their digital marketing efforts on a specific generation?
I will define a marketing funnel and explain why it is essential to your marketing strategy.
How can you use your content marketing to drive traffic, establish yourself as an expert and ultimately grow your business? I’ll highlighting three main steps: finding your voice, creating a routine and managing and monitoring your results.
Here are eight reasons to use content marketing to establish yourself as an expert.
Advisors know the importance of client satisfaction. It's a way of gauging what they are doing right and where they could use improvement when it comes to managing their firm. Most of them, however, have not thought about tracking other important data such as performance and marketing metrics. Here is a list of important items I like to track for my clients.
Follow my tips for a clear, concise and newsworthy press release.
How do you create the perfect tagline? Here are seven steps and guidelines that will get you heading in the right direction.
Having and maintaining a CRM tool is vital for financial advisors who want to build a solid client experience
An independent advisor, who is one of my consulting clients, asked something that I am sure many advisors ask themselves: How much time and money should I spend on marketing?
Your goal is to make your posts show up in as many related searches as possible. Here are seven things to keep in mind to make your hashtags relevant and not annoying.
Facebook can be an effective place for both large and small independent advisors to drive business, but only when it is used correctly. Here are seven steps to get started on Facebook.
Here’s why I highly recommend LinkedIn to be the first social media account you use.
Here are the 10 things you need to do in order to effectively use social media.