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.
Once again, golf season is in full swing (get it…swing?). But even though Scotland’s pastime was invented a full 5 centuries before the computer, there are plenty of lessons to be learned from golf that you can apply to modern technology. Here are 4 of them.
Generations, like families, have shared characteristics. Generation Y, or the 80 million “Millennials” born in the 1980s and 1990s, are no exception. In its in-depth study on the shared traits of Millenials, the Pew Research Foundation describes them as confident, self-expressive, liberal, upbeat and open to change. Here are the top 10 reasons why we…
If you’ve attended any industry conferences over the past few years, you’ve heard a number of speakers tell you “why” you need to embrace social media. Doing so makes a lot of sense. Many of your clients have social media profiles, in addition to countless prospects that fit nicely into your ideal client profile. But…