Learn & Laugh Blog

June 13, 2024

LinkedIn for Financial Advisors: A Social Media Marketing How-To Guide

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 […]
How Financial Advisors Can Use Blogging to Gain More Clients
June 6, 2024

How Financial Advisors Can Use Blogging to Gain More Clients

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 […]
Financial Advisor Meeting Checklist: Maximizing Efficiency
April 23, 2024

Financial Advisor Meeting Checklist: Maximizing Efficiency

Did you know that executives now dedicate nearly 23 hours per week to meetings based on a study from Harvard Business Review? This number has been on the rise since the 1960s. Efficient and productive meetings matter not just for managing your time but also for nurturing strong client relationships and delivering top-notch service. This […]
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 […]
Time Blocking Techniques: A Guide for Financial Coaches
March 6, 2024

Time Blocking Techniques: A Guide for Financial Advisors

Are you maximizing your efficiency and client satisfaction as a financial advisor? A survey revealed that while the majority of business owners (63%) work more than 50 hours a week, they would prefer to work just 42 hours. Time blocking is a strategic time management method that can help you align your work habits with […]
Marketing 101: Brand Building for Financial Advisors
February 28, 2024

Marketing 101: Brand Building for Financial Advisors ([year])

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 […]
How to Develop Client Intimacy During Virtual Financial Planning
February 15, 2024

How to Develop Client Intimacy During Virtual Financial Planning

Imagine connecting with someone in a way that transcends the physical distance between you, creating a bond that not only fulfills your professional needs but also feels personal and genuine. With virtual financial planning, this isn't just a possibility—it's now the norm in the post-Covid era. Surprisingly, 80% of financial advisors have found it easier […]
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