How to market yourself as a wealth manager

05

Mar

7 Tips to Learn How to Market Yourself as a Wealth Manager Online

Did you know that 70% of a buyer’s journey is complete before they even reach out to sales? Digital marketing has transformed the way we do business in the past two decades. Twenty years ago, social media didn’t even exist. The first major smartphone (the iPhone) didn’t come onto the market until 2007. Now, we’re online for […]

Recommendations for my Coaching Clients (You Can Use)

03

Mar

Recommendations to My Financial Advisor Coaching Clients You Can Use

Recommendations to My Financial Advisor Coaching Clients You Can Use I want to share with you a few of the recommendations I have made to my coaching clients. They likely apply equally well to your situation. Use a 3rd Party Companies When You Can Many of you use too many methods to chase pennies and ignore dollars.[…]

Planning marketing events is still possible for financial planners and wealth managers.

03

Mar

Planning Marketing Events

Events should be a part of your marketing strategy. They’re one of the best ways to bring in new business. This is especially true if your primary source of new business is referrals. At most, referrals trickle in if you rely on your clients to make the sale. By hosting marketing events, you’re giving your clients the[…]