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CPAs are perhaps the most valuable center of influence (COI) that a financial advisors could have; yet advisors mess it up. Here’s how to talk to CPAs to come across as a robust resource, an indispensable resource to their business, rather than a PowerPoint pushing nuisance.
Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.
I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.
For financial advisors, getting leads is a brutal task so make it
While I agree with Kitces’ point, I also see a few ideas that this article didn’t mention which are important for advisors to consider if they are creating a digital marketing strategy.
We get asked the question a lot – “Does my website need to be updated?” If you haven’t touched your website in a year or more then it’s likely likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past it’s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.
