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...
The Power of PR
This article ran in an advisor publication a few months ago -- enjoy! The Power of PR As an advisor progresses on the course of his or her career, there comes a time where the amount of acquired knowledge and expertise is too great to keep quiet. Incidentally, this time typically coincides with that advisor’s...
Think Inside the Box: How to Get Your Name In Front of Your Ideal Clients!
Creativity is fantastic. We all want to think of the next big thing, and be the first to market. But while thinking big, we may have a tendency to overlook the obvious. Think inside the box, and concentrate more on the areas that you can have an impact on now. Below is an overview of...
The Who, What, When, Where and Why of Public Relations
Public Relations efforts may seem like a daunting and confusing task. But in reality, it’s not as complicated as one might imagine. And it’s a great way to receive name recognition and earn credibility among your target prospects. Below are the PR basics for financial services professionals; the who, what, when, where and why for...
What the Advertising Industry Learned from Public Relations
You may have started to notice it in the early 90’s, albeit subtly. It began with movies and even satirized in the movie Wayne’s World during a scene where lead characters Wayne and Garth refuse to (quote, unquote) be bought by their sponsors. While they are arguing their point about the demeaning of integrity by...