Where, Oh Where is my Calling List?

Where, Oh Where is my Calling List?

In my last article, Marketing Funnels for Financial Advisers, I gave an overview of marketing funnels and their important role in marketing for financial advisers. This article will cover the first step – lead generation – and why sales is no longer about the calling...
Marketing Funnels for Financial Advisors

Marketing Funnels for Financial Advisors

Marketing funnels describe how potential customers move from looking to buying. Advisors can and should use that concept. In this multi-part series, I will explain how advisors can gain more control over the funneling process. In this first part, I will define a...
Three Steps to Building Your Content

Three Steps to Building Your Content

Writing holds enormous potential for financial advisors. The key is to create a continuous stream of valuable information for their clients, prospects and anyone else that may land on the post. How can you transition the use of your content marketing to drive traffic,...
How to Brand Yourself as an Expert

How to Brand Yourself as an Expert

Eight Reasons to Use Content Marketing Content is the foundation on which online marketing is based. Whether it is a social media post or a blog article, it reaches out to people and positions you and your brand as an industry expert. According to a study by...
Four Marketing Metrics You Should Track

Four Marketing Metrics You Should Track

Almost all financial advisors know the importance of client satisfaction. It’s a way of gauging what they are doing right and where they could use improvement when it comes to managing their firm.  Most of them, however, have not thought about tracking other...
7 #Hashtag Tips for Financial Advisors

7 #Hashtag Tips for Financial Advisors

You see hashtags everywhere. They are most common on Twitter, but they have become widely used on Instagram and Facebook as well.  They are the digital world’s way of saying “this is important.” There is a misconception that hashtags are a form of shorthand, but their...