December 21, 2022
How to Get the Most Out of Facebook Ads for Financial Advisors
In 2020, organic reach for Facebook posts sunk to a new low of 5.2% but Facebook ad reach soared to over 34% of the global population. In the United States, Facebook ads reach over 63% of users over the age of 13. While an organic social media marketing strategy is still valuable, it definitely takes […]
December 7, 2022
8 Easy Social Media Post Ideas for Financial Advisors
The hardest part of a social media strategy is actually filling your posting schedule with enough content to hit your marketing goals. What do you say? How do you say it? How do you come up with enough fresh ideas to keep your social media updated day after day? To make that process a little […]
November 16, 2022
60 Hashtags for Financial Advisors to Use in Their Social Media Marketing Strategy
Originating on Twitter in 2007, hashtags have grown from an easy way to group related Tweets together into a powerful tool for finding and engaging with your niche audience across almost every social media platform. But which ones should you use? How many should you include? How should you use them? This guide will give […]
November 9, 2022
How to Use Social Media for Financial Advisors
Social media is one of the best ways to engage with existing and potential clients, but compliance issues and a lack of strategy make it hard to know where to start. Here are some tips for leveraging social media for financial advisors. In Schwab’s 2021 RIA Benchmarking Study, 58% of firms reported generating leads from […]
October 26, 2022
How the Growing Demand for Personalization Impacts Financial Advisors
As a client-centered business, financial advisory practices have always known that a personal touch is key to a successful business. However, the consumer demand for personalization across industries is reaching new heights as advances in data analytics and other technology make it possible to offer hyper-personalized advertisements, products, and services. You might already be doing […]
October 12, 2022
Twitter for Financial Advisors: A Social Media Marketing How-To Guide
With about 23% of U.S. adults using twitter, it definitely isn’t as widely used as Facebook, where 70% of U.S. adults have an active account. Nevertheless, it’s still an important and popular platform, especially for financial advisors. That’s because the people who are there are extremely engaged and come with a huge appetite for relevant […]
October 5, 2022
13 Client Survey Questions for Financial Advisors to Ask in Year-End Reviews
Feedback isn’t always easy to ask for and can be even harder to hear but it’s one of the most valuable resources you have for making sure that you’re delivering top-tier service that keeps clients satisfied and loyal. All those tech upgrades or new service offerings won’t matter if you’re failing to improve the one […]
August 3, 2022
The Most Important Takeaways from Daniel Pink’s WHEN for Financial Advisors
In Daniel Pink’s book on the science of perfect timing, he lays out the research behind when we are at our most (and least) productive during the day. It turns out that maximizing your work day isn’t about trying to cram as much work as possible into each hour. Instead, Pink explains, it’s better to […]
June 8, 2022
How Financial Advisors Can Implement an Effective Newsletter Strategy—And Why They Should
With how much you already do as a financial advisor, being told that you should add one more thing to your plate might make you roll your eyes and think “Right like I even have time for that.” Newsletters can feel like one of those things. Maybe there are a few perks to writing one […]
June 1, 2022
Fitt’s Law for Financial Advisors: How to Avoid Time Waste During Client Meetings
Financial advisors might not think that UX design laws have much to do with running an advisory practice but many of these principles of human behavior can help you improve client satisfaction and run a more efficient office. By applying Fitt’s Law, for example, you can find ways to improve organization and reduce the time […]
