The 4 Pillars of Digital Marketing for Financial Advisors It’s no small decision, the choice of which financial planner to use. Not only are your perspective clients counting on your expertise to lead them through to retirement, but they’ll have to share their financial secrets, mistakes, regrets, and fears with you. One advisor described it…
Use Professional Photos for Your Digital Financial Products Writing a book or creating a course can create a host of benefits to financial professionals. Digital or real-life products can reinforce credibility and help establish financial advisors as thought leaders and authority figures in the eyes of potential clients. In addition they can provide you an…
Have you recently received an email like the one below from Google? A couple of clients have emailed me this past month asking about it – following is what you need to know about the General Data Protection Regulations (GDPR). The GDPR primarily affects European businesses, or those doing business in Europe. According to Forbes,…
A marketing plan is a must-have for successful financial marketers, including investment advisors, accountants and insurance specialists. Sure, you can likely muddle along without one. However, if you want to grow your practice and make money while you’re doing it, you need a plan. If you’re having trouble getting started, simplify the process: Write for…
A few days ago, I met with a financial advisor who asked me if it would be better to hold a seminar to attract new clients at lunchtime or in the evening. Here’s how the conversation unfolded: Me: Who’s your ideal customer? Financial advisor: Women over 50 Me: Are they working or already retired? Financial…
I was recently interviewed as part of an Investment News article . . . “Advisers have to be producing fresh content at least weekly. It’s become more challenging for advisers to land at the top of a Google search. Advisers think nobody is reading, but if they publish regularly their audiences will grow and traffic…
Millennials, the roughly 80 million 12-34 year old Americans that grew up immersed in technology and who are about to become the recipients of the greatest transfer of wealth in history, have recently surpassed the baby boomers as our largest living generation. They are expected to continue to grow through immigration, until peaking in 2036,…
While I look forward to the family gathering for the holidays at this time of year, and enjoy the meals, talking, laughing, games, and movies that come with it, I also relish the idea of slipping off to a quiet corner and catching up on some long overdue reading. “Education is not the filling of…
The following article originally appeared on Reuters’ Your Practice. When financial adviser Rick Kahler wanted to revamp his marketing strategy three years ago, he decided to learn about the hype surrounding “search optimization.” This is the catch phrase for strategies businesses use to make sure their websites are among the first to appear in results…
Interesting in attending a conference (or conferences) this year? Here is a very helpful infographic created by and shared by Digital Third Coast!