As a financial advisor or wealth manager, one of the most important elements of your success is building a client base. But you don’t want to just get names and numbers. You want to find a client base that needs true wealth management. You already know how important networking is to your business. Now you need to […]
Are you among the 85% of financial advisors who use social media to find new clients? Are you happy with the results of your current marketing efforts? If not, it’s time to rethink your social media marketing strategies. With over 72% of Americans (that’s nearly 250 million people) active on social media, you can’t afford not to use[…]
In the internet age, many marketers might be more focused on digital marketing, local business internet marketing, and the likes. While we can’t blame them, offline marketing still has its place today. This is especially true for financial advisors. There’s no harm in combining both to grow your business and reach your goals, however. Keep on reading[…]