Author Archives: Financial Advisor Wealth

If you’re a financial advisor looking to grow your business, you need a marketing plan. Maybe you consider relying on referrals from existing clients as the only marketing you need. Maybe you’re ready to implement a marketing strategy, but you don’t know where to start. Either way you need to sit down and create a marketing plan. […]

As a financial advisor, online marketing is probably a major part of your marketing plan. That makes sense when you consider that on average we each spend almost 3 hours a day online. Another statistic of note is that millions of people have shunned cable in favor of streaming services. Most of these services are commercial free[…]

We’ve been led to believe that online marketing is the best option. As a result, many people feel direct mail is an outdated marketing channel. If we focus on email marketing, the facts tell a different story. The average person receives over 120 emails per day, but the open rate ranges from 20-30%. In comparison, people only[…]