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Instagram Financial Advisors
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 […]
Financial Advisor
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 […]
Financial Advisors
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 19, 2023

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

As the world’s most popular video-sharing network, YouTube is a great place for financial advisors to showcase your expertise in an engaging way so that when viewers are ready to work with a financial advisor, you’ve already built that foundation of trust. While making YouTube videos might sound like more work than you have time […]
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