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The emergence of financial advisors who work for a flat fee is a welcome change in the industry. However in practice, making this work equally well for the client as for the advisor is no simple matter. Here’s some guidance if you are looking to put this into place in your practice.
Financial advisors are skeptical that leads can be gained from social media.
In my experience, most financial advisors handle online leads poorly after they
Most financial advisors are skeptical that social media can effectively drive leads.
99% of financial advisor marketing is generic, full of clichés and jargon.
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.
