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of 93 found.
Young Financial Advisors Need a Niche
by Kristen Luke,
Niche marketing is the path to success for younger advisors, who can naturally develop marketing strategies based on sharing their expertise. Firm owners should coach their younger advisors and, in the process, groom the next generation of leaders.
Now Is the Time to Build Your 2017 Marketing Plan
by Kristen Luke,
There are four building blocks to a well-balanced marketing plan for financial advisors: infrastructure, awareness, lead generation and conversion. I will walk you through each block so you have a clear understanding of what they are and how you can build your 2017 marketing plan.
How to Influence Your Employees’ LinkedIn Profiles (Without Breaking the Law)
by Kristen Luke,
LinkedIn is a great tool for financial advisors to promote their business, research prospects, connect with COIs and ask for referrals. Because it has so much potential, advisors often want their employees to use their personal accounts to promote the business. While this may sound like a great idea on the surface, you need to tread carefully, as 21 states have passed legislation banning employer access to workers’ social media accounts.
How to Create an Employment Code of Conduct
by Kristen Luke,
An Employment Code of Conduct is often defined as the “rules” an employee must follow. At Kaleido, we view it not as a rules book, but rather as an expression of core company values. These shared values define not only how your company operates, but also how employees’ behavior can contribute to a happy, healthy and productive workplace.
How to Create Baseline Job Descriptions
by Kristen Luke,
Managing human capital is complex. If you run a smaller firm, wearing multiple hats is the norm. One person might act as your senior advisor, associate advisor, operations manager and client service specialist. This makes it especially difficult to create job descriptions and run your firm as efficiently and effectively as possible.
How to Develop a Growth Game Plan
by Kristen Luke,
Growth. When you’re a financial planning or wealth management firm, how do you do it right? From implementing a precise, uniform sales process to creating an annual marketing strategy, you need something – a game plan – that shows how you should grow and when you’ve actually succeeded.
How to Build a Vision Statement That Guides and Inspires
by Kristen Luke,
You would not get into a cab without knowing your destination. Employees and partners are no different. A clear, concise vision statement will remove the fear and confusion of working without a purpose, and inspire your team and allies to move toward one, unified objective.
How to Answer the Question “Whom Do I Serve?”
by Kristen Luke,
To solve the problem of not clearly defining the clients you work with, I use a Client Profile Worksheet. This tool will organize and answer two key questions: Whom are you going to serve, and what are their financial needs and concerns? In other words, which clients do you really want to help?
Announcing a Merger? You Need a Game Plan
by Kristen Luke,
It wasn't until I announced my own firm's merger that I truly appreciated how complex this seemingly simple task really is. The following checklist can help you simplify the process and develop a game plan for making a successful announcement.
What SEC Social Media Guidance Means for You
by Kristen Luke,
Recently, the SEC published new testimonial and social media guidelines that cleared the way for advisors to use social media review sites like Yelp and Angie’s List. Such sites were previously restricted because they provided content that was generally seen as testimonials. While the new guidance may seem like a big leap forward for financial advisors who use social media, there are still many restrictions, so it is important to understand what you can and cannot do.
The Stereotypes to Avoid When Marketing to Women
by Kristen Luke,
Many financial advisors dont have marketing materials that appropriately address todays affluent female market. To make a genuine connection with women, choose images for your marketing materials that show you understand who they really are.
Want to Achieve Marketing Success? Assign Responsibility
by Kristen Luke,
Develop a marketing strategy that works for you and your business. Once you find a strategy that works, implement it consistently. But with numerous other responsibilities and distractions, many financial advisors stumble when it comes to implementing their marketing plans. As a result, they do not see the results they anticipated.
How to Evaluate Event Marketing
by Kristen Luke,
If your firm uses event marketing, then it is critical to evaluate the success of your efforts. I recommend asking attendees to fill out an evaluation form at the conclusion of each event. This feedback will help you make necessary tweaks to improve future events and collect valuable contact information from attendees. The following tips will help you create a useful event evaluation form.
Five Web Metrics Advisors Should Be Tracking
by Kristen Luke,
Do you look at your website analytics report and have no idea what it means? Don’t worry. Unless you are a professional web marketer, most of the data you see on those reports won’t impact your business in any significant way. But that doesn’t mean you should ignore your website statistics all together.
Staying Active on Social Media: Ten Ways to Generate Relevant Content on a Frequent Basis
by Kristen Luke,
One of the most difficult aspects of social media marketing for financial advisors is staying active. For advisors who already have a hectic schedule, how do you generate relevant content and maintain an active presence? Here are 10 tips to help you get started.
Five Key Marketing Trends for Advisors in 2013
by Kristen Luke,
It is a new year and time to experiment with fresh marketing ideas. Keeping up with trends isn't just a way to tell your colleagues you are on the cutting edge of marketing. You need to understand how consumers are changing and how you can keep your message delivery relevant. If your marketing is getting stale, here are five marketing trends for 2013.
Own Your Brand
by Kristen Luke,
Your company's brand is too important to not have total control of your logo. Your designer may have created your logo, but you should have full control over these files. This means having appropriate versions for different applications and owning the rights to your logo.
What You Don't Know About Stock Photos Can Hurt You
by Kristen Luke,
While the process of purchasing a stock image is easy, make sure you are purchasing the photos with the correct specifications and licenses to meet your needs. Otherwise, you could find yourself paying much more than you ever would have imagined.
Communicating to Clients during Turbulent Times
by Kristen Luke,
While we all hope that sending messages to clients about the next economic crisis won't be as necessary as it has been in recent years, that is not a reasonable expectation. So prepare yourself now to be able to communicate quickly with your clients in the future.
How to Take Advantage of the CFP Awareness Campaign
by Kristen Luke,
If you are a CFP, you will be directly affected by the Let's Make a Plan campaign, even if you take a passive role. Those who take a more active role can use the toolkit provided by the CFP Board to promote themselves in local markets. Here's what's entailed and what you can personally do to take advantage of the campaign.
Two More Changes to Facebook
by Kristen Luke,
In last week's article, What Facebook's New Features Mean for your Business, I discussed a recent change Facebook made that allows business pages to interact throughout the site as a business and not just as an individual. Facebook made two other changes to business pages that affect how advisors use them as a marketing tool.
Marketing Ideas I've Learned from My Clients
by Kristen Luke,
One of the favorite parts of my job is learning new ideas. Sometimes they come from campaigns that my clients have implemented over the years and sometimes these ideas come from collaborating with clients to find a solution to a problem they are facing. Here are my three favorite ideas from the past year.
Five Ways to Shape Up Your Marketing in 2011
by Kristen Luke,
January is the natural time for identifying areas neglected over the past few months (or years) and making plans to remedy these failings. As you create your list of New Year's Resolutions, here are five things you can do to shape up your marketing this year.
Five Things to Look for When Hiring a Marketing Coordinator
by Kristen Luke,
A Marketing Coordinator must have diverse talents and the ability to handle the majority of marketing responsibilities required by your firm. Here are five skills to look for on a resume to increase the likelihood you are hiring the right person.
The Silver Bullet of Marketing
by Kristen Luke,
One of the first questions advisors ask me is, 'What is working these days?' This always amuses me, since what works for one advisor is not necessarily going to work for another advisor. However, I have found there is one thing that is "working these days" and has always worked.
The Most Neglected Marketing Principle
by Kristen Luke,
Often, advisors lack a strategy for following up with prospects if they are not immediately interested in hiring your firm. As the authors of a recent book state, "81% of sales that close, close on or after the fifth contact." It is imperative that you integrate a follow-up strategy in your marketing plan.
Results 1–50
of 93 found.
