October 3, 2024
Effective Time Management Techniques for Financial Advisors
Managing your time well is essential for financial advisors. According to a study, effective time management can boost productivity by 25% and significantly reduce stress. As a financial advisor, your day is packed with client meetings, research, and admin tasks — without proper time management, it’s easy to get overwhelmed. Why is time management important for financial […]
September 26, 2024
Top Common SEO Mistakes That Financial Advisors Make (2024)
Many financial advisors make common SEO mistakes that can hinder their website's performance, diminishing their ability to attract and retain clients. A recent study revealed that 61% of marketers prioritize enhancing SEO and expanding their organic reach as their main focus in inbound marketing. This article delves into the top SEO errors that financial advisors […]
August 28, 2024
SEO Basics for Financial Advisors: Introductory Guide (2024)
Looking to attract more clients online? Learning search engine optimization is a good decision since it can help you stay competitive and reach your target audience effectively online. It involves optimizing your website and online presence to rank higher in search engine results and make it easier for prospective clients to find you. A word […]
July 10, 2024
Email Marketing Secrets for Financial Advisors (Beginner)
Email marketing remains a powerful tool to connect, educate, and convert your audience. In fact, for every $1 spent on email marketing, businesses can expect an average return of $36, showcasing its incredible potential for driving results. But with every inbox flooded with countless messages, how can you ensure that your emails not only get […]
July 3, 2024
Financial Advisor Strategies for Boosting Client Retention
Did you know that the average client retention rate for financial advisors is only around 75-80%? Numerous advisors indicated that their biggest challenge is acquiring new clients and retaining existing ones. With fierce competition in the industry, it's more important than ever for advisors to implement effective strategies to strengthen client relationships and boost retention. […]
June 13, 2024
LinkedIn for Financial Advisors: A Social Media Marketing How-To Guide
LinkedIn boasts 303 million monthly active users, many of whom are high-earning professionals who could definitely benefit from financial planning and wealth management services. It’s also one of the more low-effort platforms from a social media marketing standpoint. Those two factors make Linked in one of the best places for financial advisors to start their […]
June 6, 2024
How Financial Advisors Can Use Blogging to Gain More Clients
Want to gain more clients? If you already have a website, then blogging can definitely help, seeing that those who blog get 55% more website visitors than those who don’t. As you know, the more website visitors you get, the higher the chance you will convert more visitors into clients. What is blogging and how […]
April 23, 2024
Financial Advisor Meeting Checklist: Maximizing Efficiency
Did you know that executives now dedicate nearly 23 hours per week to meetings based on a study from Harvard Business Review? This number has been on the rise since the 1960s. Efficient and productive meetings matter not just for managing your time but also for nurturing strong client relationships and delivering top-notch service. This […]
April 17, 2024
The Role of Niche Targeting for Financial Advisors (Updated)
Did you know that in the increasingly competitive financial advisory market, carving out a niche could be the key to standing out and securing your success? According to the latest CEG Worldwide research, 70% of top financial advisors, those who earn $1 million or more annually, focus on niche clients or a specific market segment. […]
April 9, 2024
4 reasons why Prospects Will Hire you and Not the Next Advisor
Potential clients aren’t interested in your products. Nor will they decide to work with you based on your expertise or your experience. These ‘hard’ skills are skills all advisors should have in their toolbox. And, necessary though they are, they won't serve to differentiate you in the minds of your prospects. To win over new […]
