Differentiate Yourself as a Financial Advisor

19

Feb

How to Differentiate Yourself as a Financial Advisor

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 […]

Financial Advisor Marketing to-do list

12

Feb

Your Marketing “To Do” List

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[…]