financial advisor websites

24

Feb

Financial Advisor Websites: Best Options

Building an online presence takes a lot more than setting up a social media profile. There are many nuances to growing your presence and brand online. From advertising and online engagement to brand positioning, outreach, and more, central to nearly all online efforts are financial advisor websites. Got a website yet? If not, you’re missing out! It’s never […]

Nurture Educate and Entertain

22

Feb

Nurture, Educate, and Entertain your Prospects and Clients

Nurture, Educate, and Entertain your Prospects and Clients CONTINUALLY – Forever. Gee, it seems like I keep having this conversation with otherwise really sharp people…. I keep repeating that Ogilvy Quote about a “moving parade of humanity.” What on earth am I talking about? Well, regardless of whether we are talking about “prospects,” people who have attended[…]

referral follow up process

19

Feb

The Art of the Referral Follow up Process for Financial Advisors

When you’re trying to grow your business, client referrals can be one of your best resources. You get the benefit of trust between colleagues or friends, and you can avoid the discouraging cold call process. But once you get a referral, it’s your job to wow the potential client and land the sale. Having a strong referral[…]