Learn & Laugh Blog

financial advisor, advise, clients, suggestions
September 20, 2023

Financial Advisors for Young Adults: 4 Insights for Serving the New Generation of Clients

Over the next few decades, an estimated $68 trillion in wealth is going to transfer from baby boomers to their children and grandchildren, representing the largest wealth transfer in history. So, whether you like it or not, it’s time to start thinking about how your practice needs to change to meet the needs of the […]
Webinars for Financial Advisors:
July 26, 2023

Webinars for Financial Advisors: X Ways to Generate Leads with Free Webinars

Webinars for financial advisors are a great tool for generating and converting leads for your practice. The low cost, convenient format gives you an opportunity to showcase your expertise and build trust with potential clients. Let’s take a look at why webinars can be such effective marketing tools for financial advisors and how you can […]
The 3 Best Time Tracking Tools for Financial Advisors
July 19, 2023

The 3 Best Time Tracking Tools for Financial Advisors

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 […]
Financial Advisor
July 5, 2023

4 Ways to Automate Marketing Strategies for Financial Advisors

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 […]
June 28, 2023

4 Tips for Effective Cold Emails for Financial Advisors

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 […]
June 21, 2023

5 Keys to Setting Up Effective Google Ads for Financial Advisors

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 […]
Financial Advisors
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 […]
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 […]
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