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.
Just as success means something different to each of us, so does our own perception of happiness. Of course, in order to reach this beautiful balance of “successful happiness,” we have to develop a number of key habits. These habits come from a variety of conversations I’ve had with Fortune 500 CEOs, professional athletes, and even senators throughout my 30+ years in this profession. Imprint them into your advisor DNA and see how quickly you can reach The Sustainable Edge – and a more meaningful purpose.
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.
A strategically-crafted, unique, and accessible site is essential for any business. The value of your online presence cannot be overstated. Your website is an extension of your brand, speaking to current and potential clients when you are not there. What does it say about your business?
Fall is the time when clients get more serious about their financial plans after a long summer of vacations and leisure. That also means more and more potential clients looking for advisors to get them back on track financially. By ramping up your marketing efforts, you can position yourself as just the right person for the job.
According to some experts, the wealth transfer will be drastic – $30 trillion will be passed down from baby boomers to Generation X to Millennials over the next 30 years. The impact of which will affect almost every advisor. What are you doing about it?
This article is the conclusion of a 2-part series by Claire Akin of FMG Suite. In part one last week, Claire discussed what your client’s DON’T care about. This week, she discusses what they DO care about.
Advisors are always looking for ways to illustrate to clients that they deliver more than they take in compensation. Articulating the value that you provide as a financial advisor is simple and straightforward. Focus on what research shows that clients really care about.