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.
For those of you who think that social media is a useless tool for financial advisors, I’m going to tell you a story about my success back when I was an advisor.
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.
If you’re using these tired analogies in your marketing, put them to rest.
I love seeing successful female financial advisors because they have the potential to change the world.
Here’s how to put some zest into your website without stirring up the compliance demons and by doing so create a Financial Advisor Lead Generation Website.
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.
When somebody you are chasing finally gives you their attention, don’t mess it up.
Let these five unbecoming blights collect dust instead of allowing them to appear on your website.
As you put together your marketing strategy for 2018, here’s how to avoid screwing up.