Learn & Laugh Blog


The Role of Niche Targeting for Financial Advisors (Updated)
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 […]
Identity Theory in Marketing: The Financial Advisors Guide
April 2, 2024

Identity Theory in Marketing: The Financial Advisors Guide

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 […]
Purpose-Driven Marketing: The Financial Advisor's Guide
March 22, 2024

Purpose-Driven Marketing: The Financial Advisor's Guide

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 […]
Marketing 101: Brand Building for Financial Advisors
February 28, 2024

Marketing 101: Brand Building for Financial Advisors (2024)

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 […]
financial advisor, advise, clients, suggestions
September 20, 2023

Financial Advisors for Young Adults: 4 Insights for Serving the New Generation of Clients

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 […]
Webinars for Financial Advisors:
July 26, 2023

Webinars for Financial Advisors: X Ways to Generate Leads with Free Webinars

Webinars for financial advisors are a great tool for generating and converting leads for your practice. The low cost, convenient format gives you an opportunity to showcase your expertise and build trust with potential clients. Let’s take a look at why webinars can be such effective marketing tools for financial advisors and how you can […]
The 3 Best Time Tracking Tools for Financial Advisors
July 19, 2023

The 3 Best Time Tracking Tools for Financial Advisors

On average, financial advisors spend about 43 hours a week working, but only about half of those hours are spent on client-related activities like meetings and client servicing tasks. Interestingly, even advisors with a staff to support them still end up spending about half of their time on direct client activity. The rest is spent […]
Financial Advisor
July 5, 2023

4 Ways to Automate Marketing Strategies for Financial Advisors

Marketing strategies for financial advisors can be tough. In such a relationship-centered industry, every minute you spend marketing is a minute you aren’t spending strengthening your relationship with an existing client. You’re constantly walking the fine line between advertising your value to new potential clients and delivering that value to current clients.  With how hands-on […]
June 28, 2023

4 Tips for Effective Cold Emails for Financial Advisors

Across all industries, only about 24% of cold emails ever get opened and even fewer get a response or a click-through to the landing page. That’s why advisors are always looking for ways to streamline and automate the process. Because cold emails can generate leads, but they’re only cost-efficient if you can spend as little […]
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