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FebOver 90% of clients think that companies could “do better” when it comes to the onboarding process. This stat from Hubspot refers to client onboarding in general, but think about the implication for you as a financial advisor. Your clients are entrusting you with all of their money and wealth — potentially millions of dollars in assets. Financial […]
26
FebWhen you’re creating a marketing plan for your financial advisor business, a lot of your efforts may be focused on gaining new leads. You build social media profiles, launch beautiful websites, write blog posts, and send out email newsletters. But once you get all that financial advisor prospecting done, how do you convert those leads into revenue?[…]
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FebWhat goals have you set for increasing assets under management in 2021? Here’s what other financial advisors are hoping to achieve in the near future: They expect their managed assets to grow by 7.2% in the next year They expect to see annualized growth of 17.2% over the next three years They expect 80% of asset growth[…]
