Results for "marketing"

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Understanding your digital strategy is the first step to dominating online

August 1, 2019

Financial portfolios are unique, and so are digital strategies for lead generation. Advisers have different options for marketing themselves online, and those options can be tailored to meet your unique goals. The first concept that every adviser...

Bull market malaria and other advisory firm ailments

July 17, 2019

The stock market's historic bull run is masking the impact of industry disruptions. Take a moment to check whether your organization is vulnerable to any of the following conditions. Bull market malaria. Markets seldom fall for no reason, and...

Branding tips for financial advisers looking to grow

July 15, 2019

Financial advisers who seek to develop a growing and sustainable business should be deliberate about creating brands that resonate with the type of clients they're aiming to attract, industry experts said. "It's incredibly important that financial...

Build wealth by investing in your advisory business

July 9, 2019

Most financial advisers do a poor job with their own financial planning. You'd think that financial advisers who spend their careers advising clients would wise up and learn that one of the best ways to build real wealth is to create a great...

6 best practices for running your firm

July 2, 2019

In the past, the small business owner could get by without being an active CEO. But those days are long gone! Today, you must wear many hats (or hire others to wear them) — including HR manager, marketer and CFO — to keep your firm healthy...

RIA makes fiduciary duty its calling card

June 6, 2019

When the founders of AGW Capital Advisors launching a financial advisory firm in April 2009, in the wake of the financial crisis and at the stock market's low point, they decided to embrace the elephant in the room. "When people lose money,...

Where advisers are focusing their attention this year

June 5, 2019

It's amazing how much I learn from fellow advisers, even after being in this profession for more than 35 years. As 1,300 advisers, team members and industry executives descended on the Excell 2019 conference in Chicago last month, the energy...

Personal compliance: Your social media needs to pass this important test

May 31, 2019

The inspiration for this column comes from Game of Thrones. Now there's something I never thought I'd type. The funny thing is I've never seen the show. And don't worry about spoilers, as I don't plan to watch it. But the problem as it relates...

What to do when your marketing campaign isn't really a campaign

May 28, 2019

You're a financial adviser with a new case study or an event to promote, and you're planning a marketing campaign. You write a killer Facebook post and shoot it out to all your followers. Now it's time to sit and wait for the engagement, calls...

Controlling your Google search results may not be enough

May 14, 2019

My financial planning firm gleans more than 50% of our new client leads from Google search alone. How does this happen? For the most part, people head to Google and type in terms like "San Diego financial planner" or "financial advisor in San...

Digital is the present and future of adviser marketing

May 14, 2019

If you're an adviser, don't ignore the elephant in the room that is digital marketing, or you might find yourself struggling to survive. In our industry, clients leave for other firms, they take distributions and they pass away. In short, there's...

What 401(k) advisers can learn from a viral social media post

May 8, 2019

Not too long ago I took my wife out to dinner, something I don't do enough. We went to a local place here in Austin. The overall experience was wonderful. When we got the bill, I noticed something a little unusual at the bottom: A separate fee...

5 pillars of marketing for advisers

April 17, 2019

For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is. One is that marketing...

Independent advisory firms plan to increase digital marketing budgets this year

March 15, 2019

Over the past 10 years, independent advisory firms have slowly integrated new technology solutions into their business models. Most firms now have their core tech stack in place: 85% are using a CRM system to manage customer relationships; 83%...

Boost your reputation with content marketing

March 11, 2019

Getting new clients is all about reputation. Reputation is your most important asset. Doing a great job for your current clients is, of course, the best reputation builder. But to stand out, you need to do more, whether that's an article in...

Advisers can beat out firms like Fidelity with this marketing approach

March 8, 2019

Independent advisers may not have the budgets to match what a company like Fidelity Investments can spend on advertising, but they can take advantage of what may be an even more effective tool for generating business leads for them — using...

I started a firm in 1993. Here's how I'd build one in 2019

March 5, 2019

A few weeks ago, I was talking to a group of advisers about how to grow their practices. One of them said, "Scott, it's different for you because you have such a large staff." Granted, maybe some business strategies are a little easier for me...

Annuities group signs up for Rolling Stones tour

February 7, 2019

The Alliance for Lifetime Income, an organization that's trying to improve the public perception of annuity products, will be the sole sponsor of the Rolling Stones' U.S. tour later this year. The national sponsorship consists of "co-branded...

Social media video trends for advisers

January 29, 2019

For as long as I've worked with financial advisers (a decade this year), it seems that people have been predicting that video will become the predominant form of marketing communication. This year, I think that prediction finally comes true....

Wells Fargo makes new attempt to repair its brand

January 25, 2019

Wells Fargo & Co. continues to try to spiff up its tattered brand, introducing a new marketing campaign Friday that will include a new look in promotional materials, including business cards and PowerPoint templates, used by 13,968 financial...

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