Marketing and Solutions

Over the years email marketing has been the go to online marketing channel for financial advisors. It’s simple, and you can reach hundreds or thousands of people with the click of a button. It’s hard to miss the appeal of this option, and it’s easy to see why it remains a go to even though email isn’t […]

When it comes to online marketing channels for financial advisors, social media may be the most powerful option. When properly executed, it can make prospective clients feel as if they have a connection to you. It can also make you more accessible without eating into time you should use for other things. One major problem with social[…]

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.[…]