If you’re using these tired analogies in your marketing, put them to rest.
The more I talk to dual-registered advisors, the more I hear that many of them are looking to get out of the brokerage business entirely and operate as a fee-only RIA firm. If this is something that has crossed your mind, here are the pros and cons and what you should consider.
Let these five unbecoming blights collect dust instead of allowing them to appear on your website.
Here are six phrases to avoid using in your marketing copy if you want your chief compliance officer to like you.
If you’re using any of these six terms then kick them to the curb.
Branding is probably the most misunderstood aspect of financial advisor marketing. This blog will discuss the elements of poor financial advisor branding (what I call “anti-branding”) that are commonly seen throughout the industry.
The results of this case study imply that most financial advisors have a long way to go before they are able to position themselves as attractive to affluent individuals. Read on to learn if you fall into the "out" group and if so, what you should do.
This blog explains the one thing you can do to escape the poverty trap that ensnares most RIA firms with $150MM or less in assets under management.
Mid-sized advisor firms, upon graduating from being a one- or two-person operation, find themselves contending with all sorts of growing pains. All of a sudden they have the marketing issues of a larger firm – with an infrastructure that hasn’t caught up. Here’s my best advice to escape the trap of the mid-sized advisor firm.
The title of a newsletter is like the frosting on a cupcake; if it doesn’t look good then the whole thing becomes quite unappealing.
Advisors improperly cite or don’t cite their sources. Most advisors do this without even realizing it. This is a boring topic, but please read this to protect yourselves from legal problems.
I’ve heard a new paradigm coming into the market: advisors who charge no commissions or tiered fees, just a flat, annual retainer.
It’s a nice idea but in reality they’re trading one bias for another – and I’ll explain why.
Here’s my call for 2018: Most roboadvisors are going to fail.
Ladybossblogger is a "must visit" website for any woman entrepreneur and is too good not to write about – so I had to interview her.
I love seeing successful female financial advisors because they have the potential to change the world.