What is an ideal client? It’s a common term in marketing circles; though, the concept should pique your interest nonetheless. An ideal client benefits from the financial service you provide and their business delivers the biggest value to your bottom line. Ideal clients are loyal, they collaborate with you often, and they refer you to…
Advisor Branded Marketing You probably know that including visual content in your communications helps to increase engagement with prospective clients and improve relationships with existing clients. But how much time are you spending marketing your business, when you could be working with your clients? Do you find yourself using multiple tools to accomplish one goal? Are you…
Advisor Branded Marketing offers a brand new campaign every month that’s geared toward new audiences. This November, we’re speaking to the unique challenges and needs of the Baby Boomer demographic in: This is 60.
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. And quite frankly, doing so makes a lot of sense. Many of your potential clients have social media profiles, making social media great place to connect and engage with prospects.
For advisors, using and following hashtags can be a great way to track industry trends, engage with clients and prospects, and join in on conversations to offer expertise. But it doesn’t end there – there are countless ways hashtags can increase the visibility of your firm or business.
To help you ensure your social media presence is secure and compliant, we’ve assembled a quick list of security tips that every financial professional should keep in mind when managing their social media profiles.
Social media has fundamentally changed how consumers interact with companies. It’s made it easy for customers to learn about your business and get fast answers to questions about your products or services. However, it has also become a forum for consumers to voice their complaints when they have a negative experience with your service and your company
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.