According to a recent poll, 63% of investors feel that every financial advisor makes the same promises. This makes it difficult for them to distinguish between the services offered or — even worse — to choose an advisor that stands out as unique. Whether you’re marketing to businesses or individual investors, it’s vital to differentiate yourself as a financial […]
You’re on your way home from work, and when you stop for gas, you decide to go inside and pick up a candy bar. As you’re browsing the aisles, you see a new type of candy and remember that a friend told you last week she tried it and it’s fantastic. You reach past the other dozen[…]
I’ve talked with a number of Financial Advisors who could best be described as “marketing junkies.” They’ve read all of the stuff, attended seminars, and in many cases are doing a bunch of stuff. Now those various activities each may be useful stuff…may be going in the right direction. And they may create a long marketing “to[…]