I’m not sure financial services is ready to follow Google’s lead and plant beach volleyball courts (with real sand, by the way) adjacent to the Bloomberg terminals. But there are a few elements of this model that advisors can use to improve sales success when prospects visit your office.
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.
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.
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.