Larry Swedroe and Kevin Grogan have created a near-perfect guide for practitioners and investors who are concerned about prospective returns from stocks and bonds in the current environment. The book explains how to think about the value of diversification and presents at least five novel strategies with exhaustive attention to detail.
Should financial advisors spend their digital marketing efforts on a specific generation?
I will cover the details about the ”how-to” of lead nurturing and provide you with the actionable steps and even a few checklists and templates to get you started.
People want to do business with people with whom they are comfortable. You have to nurture those leads.
There are two primary ways to get leads. One is through referrals and/or centers-of-influence (COIs); these are based on word-of-mouth recommendations. But I am going to focus on your website and social media traffic, as these are things over which you have more control.
In most parts of Canada we have very distinct seasons. Some months of the year are temperate and relatively dry, while other months are cold and snowy. As a result, most Canadian towns of any size have stores that sell skis and bikes.
In my last article, I gave an overview of marketing funnels and their important role in marketing for financial advisers. This article will cover the first step – lead generation – and why sales is no longer about the calling list.
Here’s a new bet with Warren Buffett based on a portfolio oriented around risk parity and factors.
Investors are struggling to achieve long-term return targets in today’s low yield environment. To close the gap, many investors feel forced into concentrated equity portfolios.
I will define a marketing funnel and explain why it is essential to your marketing strategy.