The oldest Gen Xers are turning 60, and their approach to retirement presents unique challenges and opportunities for advisors. This generation has navigated a working life shaped by economic turbulence—recessions, the dot-com bust, the 2008 financial crisis, and the pandemic.… Read More »Turning Gen X Retirement Uncertainty into Opportunity
Drip marketing for financial advisors: spend less and sell more. Producers attracting new prospects using email marketing already know it offers the best ROI of any digital channel ($40-1!). Drip Marketing—an email marketing technique—is an ideal way for developing and… Read More »How Advisors Can Benefit from a Drip Marketing Campaign
For the financial advisor, a professional website is the modern business card. Client referrals and lead programs that perform are still gold, but these days producers still need to demonstrate that their business is a going concern, and show that… Read More »Online Marketing for Advisors: Balancing Tradition with Technology
We can’t be all things to all people. Advisors can make a good living as generalists, but specialization—finding your market niche—can be the key to higher commissions. You make more money as an advisor if you have a market niche. … Read More »Finding Your Market Niche Might Be Easier Than You Thought.
Advisors know that marketing is important, but it never seems to be as important as landing prospects, calling clients, and closing business. Its effectiveness can be hard to quantify so it can seem like a non-optimal use of time no… Read More »Developing a Content Calendar Makes your marketing more efficient.
How do you primarily communicate with your existing clients and recent leads? Email might not have the current appeal of social media and video, but for communicating with existing contacts, it is still critical. Ideally, you should organize your contacts… Read More »Getting Started with Email Marketing
IFAs have been facing the challenge of robo-advisors and social-media Finfluencers for a few years now. So how do we approach the dawn of the mass use of Artificial Intelligence (AI)? New tools such as ChatGPT are having an impact… Read More »Financial Advisors & AI. How Producers Can Get Started with ChatGPT.
Advisors don’t need to be digital design geniuses or social media influencers to create and maintain an effective internet presence. Conversely, in 2023 financial professionals must have at least a basic online foothold. Younger generations prefer to operate remotely and… Read More »Establishing a Digital Baseline for Your Advisory Business
How much business did you close last year from referrals? All advisors know that referrals from clients are critical. In an increasingly competitive marketplace and a difficult economic environment, building and growing your referrals should form part of your marketing… Read More »Systemize and Plan your Client Referral Strategy for Long-Term Success
Video content has become a vital channel for advisors. Quite simply, people love video. It is easy to consume and more entertaining than a white paper or a Powerpoint. Facebook, TikTok, Instagram, YouTube etc., offer the opportunity of free exposure… Read More »Introduce Video to Your Marketing in 2023