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.
Everyone keeps saying that advisor fees are on the decline. Hogwash!
Somewhere in the deep recesses of the Internet, a crafty little marketing consultant figured out how to make a small advisory firm look bigger than it is. I’ll show you a few ways to present the scale of your business based on your true merit.
But first I’ll go over a few commonly used and slightly-less-than-scrupulous tactics that you should avoid.
Toss these six marketing buzzwords in the never-to-be-used jargon dumpster.
Here is what to do (and more importantly) what to avoid to have your website photos come out like the perfect Ansel Adams.
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.
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.