How Can Financial Advisors Position for Success in The Great Wealth Transfer?
There will be no starting gun for the Great Wealth Transfer. For financial advisors looking to participate, it is already here.
How Advisors Can Benefit from a Drip Marketing Campaign
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
From Prospect to Partner: The Onboarding Process is Fundamental to Ongoing Success.
So, you’ve closed. Congratulations! You have landed the lead and the sale is complete. Or is it? While the customer acquisition stage may be over, the successful onboarding and the creation of a lifelong client has just begun. The onboarding… Read More »From Prospect to Partner: The Onboarding Process is Fundamental to Ongoing Success.
Online Marketing for Advisors: Balancing Tradition with Technology
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
2024: A Pivotal Year for Independent Advisors – Navigating Opportunities and Challenges
Independent advisors have a lot to look forward to in 2024. The growth in advisors going it alone continues, as the opportunities for enhanced commissions and serving clients without corporate limitations prove worthy of the risk—particularly when supported by experienced… Read More »2024: A Pivotal Year for Independent Advisors – Navigating Opportunities and Challenges
Protecting Your Business and Clients: A Guide to Online Security Measures for IFAs
If a prospect asked you to describe your online security measures, would you have the response that would help land the sale? Selling insurance products means understanding the idea of mitigating risk. This extends to the need for electronic security—It… Read More »Protecting Your Business and Clients: A Guide to Online Security Measures for IFAs
Finding Your Market Niche Might Be Easier Than You Thought.
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.
Developing a Content Calendar Makes your marketing more efficient.
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.
Getting Started with Email Marketing
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
Financial Advisors & AI. How Producers Can Get Started with ChatGPT.
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.