There is an opportunity for advisors–through education and a planning-led approach that emphasizes long-term goals–to convert hesitant millennials into valuable long-term clients. Take it from me—a stubborn millennial—advisors can and should break through to this market. So use the tips below and give it a try, I think you’ll see that the results will be worth it over time.
Does visual content actually affect audience behavior? We tested two versions of the same email to see whether or not our email metrics would improve by adding images and video. Check out the results.
The hard part is developing a video strategy that works for your business. In this post, you’ll find a few pointers to get you started, and testimonials from advisors who’ve found success.
Do you ever have trouble getting a client to commit to an annual review appointment? Or speak to a prospect that can’t visualize the value you’ll bring to their life? You can try what you’ve always done – requesting a meeting through email or over the phone – or you can take a different approach.
Good news! As more and more investors look to manage their finances with technology, you’re in the best position to deliver an unmatched digital experience. The problem is, as financial technology saturates the market, how do you convince clients and prospects that your technology and expertise offers the best experience?
As the digital world grows and we see the rise of more virtual financial planning tools, clients will no longer search for a planner who is best in their geographic area; instead they will search for the planner who is best able to meet their individual needs.
Every week, the eMoney Training Team takes you through some of the best features in emX to help you discover even more ways our technology works for you. In this week’s WebEx we provide you with the popular tips and tricks advisors use to find new prospects and turn them into clients using eMoney.
Modern advisor marketing don’t come easy. It can seem like a daunting task to set a marketing plan in motion for your business, especially if you don’t have much experience with the process. We compiled some resources that you can use to beef up your marketing in a time when it’s never been more important for advisors to stand out from their competition.