Marketing Essentials for a Financial Advisor: Professional Headshots
Above all, financial services is a relationship business, and photography is a critical tool for introducing and depicting your team to create an instant and lasting impression. These images will be what prospects store in their memories and associate with your name when they see your email in their inbox or your name on their...
Writing Checklist: How to Craft the Perfect Financial Bio
If you have ever stared at a blank page struggling to write your own biography, you know what a challenge it can be to effectively communicate all the compelling reasons a future prospect should want to work with you. It is almost like a first date or answering the notorious hiring interview question: “Tell me...
9 Advertising Must-Haves for Financial Professionals
On the heels of the Super Bowl, it is an annual tradition to discuss and analyze the ads that played during the big game. While there may not be multi-million dollar national TV ads in your future, as a financial professional there are advertising fundamentals that are important to communicate effectively and leave a lasting...
The Advisor’s Guide to Blogging
Welcome to a blog about blogs! With Halloween just around the corner, this is the perfect opportunity to face your marketing fears and identify a “new” medium and make it your own. For many advisors, content marketing may be at the top of the list. Let’s start with a quick look at just a few...
Diversify Your Marketing Mix: Understanding Owned, Paid & Earned Content
Just like investing in the stock market, a strong diversity in your marketing mix is essential for consistent long-term growth of your business. As the financial plans you will recommend vary based on each client’s unique needs, a financial professional’s marketing mix will also vary based on region, market niche, budget and growth objectives. When...