It is no doubt that almost everyone we know is in the digital space—on social media, chatting, reading online articles, or just Googling answers on “how to save money” or “bake bread.” We commonly hear the advertising mantra, “Location is everything!” That is still applicable to the present, but it
The primary goal of prospecting questions is to qualify the prospect. In order to be your client, certain requirements must be met. Financial planning is a process that can take many forms, so it’s important to ask the right questions up front to determine if a potential client is a
As a financial advisor, you have a unique opportunity to impress a prospective client. Most financial advisors have value propositions. The issue is that most are generic and forgotten. Advisors that have value propositions that stand out are the ones that create loyal clients. Advisors that can communicate their value
Facebook has reached more than 60 million business page visits. These numbers show what is possible on this platform. How can we leverage this social media platform? We have several great suggestions that will make your Facebook success more effective. The financial sector and its products have been undergoing rapid
If you’re a financial advisor looking to market your services, it’s important to create client personas. Client personas is a semi-fictional character that represents your ideal clients, based on real data about your existing clients and potential clients. By understanding who your ideal client is, you can create a marketing
Your financial advisor biography is a critical part of your marketing strategy. It’s the first impression potential clients will see, and it can make or break their decision to work with you. A good bio should be short, simple, and move readers to your desired next step. Think about it
Financial services consulting that’s not like the other guys!