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 […]
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. […]
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 […]
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 […]
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. […]
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 […]
Did you know that aligning your marketing strategies with the identities of your clients can significantly amplify their effectiveness? Top financial advisors recognize that beyond the numbers and financial plans, lies the profound impact of acknowledging and valuing the unique identities of each client. In fact, businesses using customer identity strategies can offer more personalized […]
Did you know that according to a study, shared values are a significant factor in building relationships between customers and brands? As a financial advisor, purpose-driven marketing can be your key to unlocking deeper connections with your clients. What is purpose-driven marketing? Purpose-driven marketing represents a paradigm shift in the way financial advisors and coaches […]
How do you differentiate yourself in a crowded market? This is a question that financial advisors grapple with daily. In an industry where a large percentage of consumers start their journey with an online search, building a strong, unique brand is crucial. What is a brand? A brand, in the context of financial advisors, is […]
Over the next few decades, an estimated $68 trillion in wealth is going to transfer from baby boomers to their children and grandchildren, representing the largest wealth transfer in history. So, whether you like it or not, it’s time to start thinking about how your practice needs to change to meet the needs of the […]
