A New Year for AdvisorPR
It’s that time again… January always brings a new sense of motivation and dedication to get things done in the new year. I get inspired by the advisors who call us wanting to “take their business to the next level” this year and subsequently commit to a new and improved branding or marketing strategy. I...
Maximize Your Marketing
Results. It’s the name of the game. Business has everything to do with results. But in order to achieve measurable results for a business, such as new clients for your financial planning practice, a comprehensive marketing plan must be put in place. Many business owners, regardless of the industry, seem to believe that they can...
The Sales Process: How to Support Each Step of the Way
As a financial advisor, your business revolves around your ability to advise. But in order to advise, you have to sell yourself and the services that your firm offers. Your clients are buying you, your expertise and recommendations, and they will evaluate your ability to handle their financial accounts based on how you portray your...
Web 2.0 and You: What does user engagement mean to your business?
This article ran in an industry publication in 2008, but the topic is more important than ever! Web 2.0 and You: What does user engagement mean to your business? Did you know that your prospective client has evolved and is now one of the fastest growing populations online? People 55 and older are turning to...