Finance is perceived as the driest and most boring industry on the face of the earth. So it’s no surprise that financial advisors whine about their failure to get anyone’s attention on social media. Yet this creates an amazing opportunity for the wise ones. Advisors who present themselves differently, even slightly, will succeed at getting noticed by their clients and prospects. Here are the five things advisors should avoid to get investors to pay attention to them online.
The most common misperception in the investment management industry is that academic credentials are the rite of passage to becoming a portfolio manager. I earned all the top designations and licenses and managed money for several years. It’s not all about having the right letters after your name.
So you got the perfect lead. Well… at least, that’s what it seemed like at first. They’re located in your area, are seeking exactly the type of the investment advisory services your firm offers, and have expressed an interest in discussing them. So why aren’t they responding to your emails and phone calls? Don’t despair, here are the ways you can bring back the phoenix from the ashes. First I’ll explain the major reasons that prospects go cold and then I’ll cover what financial advisors can do to warm them back up.
Short Form Blog Posts
Long Form Blog Post
Get in touch with me and I’ll send you my most recent white paper.