Ever since I wrote my last article about naming an RIA firm I’ve been inundated with requests to review firm names. I appreciate that! But I also want to clarify what you need to understand about your brand before you can come up with the words to capture it.
I’ve talked to many financial advisors over the last few months who are confused, overwhelmed and in the dark about how use social media to reach the younger generations of wealth and rejuvenate a “graying” practice.
Here are six phrases to avoid using in your marketing copy if you want your chief compliance officer to like you.
Most firm names are so bland and nondescript that it’s like having no name at all. There’s zero brand identity. Here are some of the worst mistakes advisors have made naming their firms.
Most financial advisor websites, brochures and social media campaigns are generic. Their jargon is meaningless. If you’re using any of these six phrases then kick them to the curb.
Despite what you may think, your current clients will not dump you, and you won’t lose wealthy prospects by targeting a vertical – if you do it right.
Lately I’ve made leads appear out of thin air for myself and for my clients using this technique. I wouldn’t be writing this article if it didn’t work well. Read on to hear how you can get attention on the Internet for your brand even if you have no money and only a miniscule following.
Traditional seminars are bound for extinction because on-line technology gives advisors a better option to present to prospects.
Here’s my shocking idea on the best way to grow your practice.
Here are the five things advisors should avoid to get investors to pay attention to them online.