How should you approach a casual acquaintance and open the dialogue about working together?
Everyone keeps saying that advisor fees are on the decline. Hogwash!
Humor is a lethal weapon. To connect better with your audience, refresh them, relieve tension in stressful situations and be more relatable and real to the people you want to impress, here are ways to infuse humor into your business, and some that you’re better off leaving out.
Somewhere in the deep recesses of the Internet, a crafty little marketing consultant figured out how to make a small advisory firm look bigger than it is. I’ll show how that was done. But first I’ll go over a few commonly used and slightly-less-than-scrupulous tactics that you should avoid.
If you’re not getting leads from social media, it’s because you are investing your time in the wrong way. Here are five tasks to do on a daily basis that will eventually yield clients and assets.
The previous article I wrote on this subject was so popular that I had to continue my tirade. Toss these six marketing buzzwords in the never-to-be-used jargon dumpster, in reverse order from the least to most offensive.
Most advisors are frustrated and ready to throw social media out the window, but the game is about to get even tougher. Social media won’t be free much longer. Here’s how I see it happening and what it will mean for advisors who are counting on it.
Even if your ability to post to social media is restricted, it is still a very powerful prospecting tool. Here are a few ideas that don’t involve posting content.
Mid-sized advisor firms, upon graduating from being a one- or two-person operation, find themselves contending with all sorts of growing pains. All of a sudden they have the marketing issues of a larger firm – with an infrastructure that hasn’t caught up. Here’s my best advice to escape the trap of the mid-sized advisor firm.
For those of you who think that social media is a useless tool for financial advisors, I’m going to tell you a story about my success back when I was an advisor.