28
FebAs a wealth manager, you know that an important part of your job goes beyond the actual managing of wealth. It is about managing the client. It’s also about retaining the client so they continue to use your services for many years. To retain clients over the long term, you need to make sure you are keeping […]
27
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?[…]
