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 […]
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 […]
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 […]
Google is the most visited website in the world thanks to its dominance in the search engine market, where it accounts for a whopping 92% of global searches. An organic search engine optimization strategy for your website can make a serious impact but it takes time to build up the authority needed to really rank […]
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 […]