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.
What makes a great financial advisor brand? I’ve written in the past on the deplorable lack of branding in the financial space. This blog will feature one financial firm who does it right and what financial advisors should emulate if they want to get a big brand.
Take this quick 8 question Sara Purple Survey to get a good honest look at whether or not your online brand is strong enough to break down walls.
This article provides an objective, third party analysis of the major lead generation services as well as the pros and cons of outsourcing lead generation for financial advisors, RIA firms, CFPs, and wealth managers.
Lead generation is one of the biggest challenges for financial advisors. Learn how to fill your pipeline by creating your own unique and big brand.
His works were beautiful collages, so powerful that they brought to life an entire genre, a new idea that hadn’t existed in the world as a real concept until he made it so. While Picasso didn’t attend marketing conferences with titles such as “Brand Ambassador” on his name tag, we can all take a lesson from his success in marketing his product.