Marketing

Should you develop a new marketing niche?

When job hunting, sending resumes in a scattershot fashion is considered an ineffective strategy because it lacks focus. “Spray and pray” isn’t any more desirable for financial advisors. Taking a targeted, niche approach can be much more useful for landing high-value clients....

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The Financial Advisor’s Guide to Successful Podcasting

Successful independent financial advisors are always looking for new ways to grow their businesses. Some advisors are looking beyond traditional marketing vehicles like print and broadcast media to new marketing channels, including podcasting.

When done well, podcasts can be an effective...

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How financial advisors can improve the quantity and quality of their website traffic

As an independent financial advisor, you know that competition is stiff. There is no shortage of options out there for anyone looking for financial advice. And with the personal financial advisor group expected to grow at an above-average pace of 30% between 2014 and 2024, the race to win and...

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Automation: An effective way to enhance marketing success

Advisors today are busy. Real busy. While having to manage a large book of client accounts, they also need to come up with effective ways to market themselves to drive new business.

To do this, they may want to develop and deliver content designed to educate investors about financial...

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