June 20, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
June 14, 2023
5 Best Practices When Building Websites for Financial Advisors
In today’s digital world, having a functional and up-to-date website is no longer optional for financial advisors. 76% of consumers check a business’s website or social media before any in-person visit and if they find a strong online presence, 45% are likely to visit that business’s physical location. So even if you only work with […]
June 13, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
June 6, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
May 30, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
May 17, 2023
Instagram for Financial Advisors: A Social Media Marketing How-To Guide
Instagram boasts more than one billion monthly users. The photo-centric social media platform might not seem like the most obvious choice for financial advisors but many finance professionals have carved out a strong and engaged following there. It’s also one of the few social media platforms that can actually be used for lead generation rather […]
May 16, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
May 10, 2023
4 Essential Components of an Effective Referral Program for Financial Advisors
Despite being client referrals being used in 93% of practices, just 20% of financial advisors proactively solicit referrals and even fewer have a clearly defined referral program in place, according to Kitces’s 2022 report on marketing tactics. Those few who did have a consistent and well-defined referral process in place outpaced those who didn’t in […]
April 26, 2023
Turning Clients into Centers of Influence for Financial Advisors: 5 Strategies for Creating Raving Fans and Getting More Referrals
According to the 2021 RIA Benchmarking Study from Charles Schwab, referrals accounted for about 62% to 72% of asset growth from new clients but fewer than half of advisory practices had a referral plan in place. While you know that delivering great service is key to increasing the odds of referrals, if you don’t have […]
April 25, 2023
Tuesday Comics
Making your day a little bit brighter through comics.
