As a financial advisor, you are acutely aware that you need to take every precaution available to protect your clients’ sensitive personal data. But one area of cybersecurity you may not have considered is your business’s online presence and the electronic tools you use for your day-to-day operations.Running and marketing ...

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Protecting Your Brand from Cyberattacks

Communication is the key to building and maintaining strong client relationships. Your regular touchpoints with your clients are the most vital component of successful relationship building. Skipping a check-in with a client is a missed opportunity to strengthen your relationship.In the year's final quarter, there are several ways to help ...

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Year-End Opportunities to Help Clients

As an independent financial advisor, building and growing a sustainable business requires developing a strong marketing foundation. To attract quality prospects, convert them into satisfied clients, and make it easy for those clients to spread the word about your firm, marketing must be integral to what you do.But when small ...

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4 Marketing Cornerstones for Financial Advisors

This is an update to an article that originally was published in August 2020.Relationship marketing is a tried-and-true way to develop strong connections with customers and enhance satisfaction and customer loyalty. But relationship marketing is generally done on a small scale between you and one or a few customers at ...

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Relationship Marketing: Scaling the “Know, Like, Trust” Factor

With the rise of digital marketing, many business owners assume printed marketing materials and direct mail are a thing of the past. But while online marketing can be highly effective and cost-efficient when done well, this does not cancel out the advantages of well-executed print marketing. Custom-designed, printed collateral still ...

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How Financial Advisors Can Use Custom Printed Marketing Materials

Building a successful independent financial advisor firm requires effective marketing. Every action you take to attract new prospects and gain new clients matters to your bottom line. But what worked yesterday may not work today, and what’s working now may not be the best approach tomorrow. Just like you have ...

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Seven Signs It’s Time to Pivot Your Marketing