Topic: Financial advisors

Public Relations

Start Spreading the News! Get Media Recognition in 2013

The start of the New Year… Congratulations, you’ve made it another year in the financial services industry. As the New Year rolls in, I’m sure many of you are taking the time to plan out how 2013 is going to look. Perhaps you’re scheduling your workshops for the year, advertising campaigns, client appreciation events, award...

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Branding, Marketing

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...

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Public Relations

Do It Yourself Public Relations vs. Hiring the Experts

How to decide which approach is right for your business... Public relations, or the process of seeking media placements in targeted outlets, can be as simple or as in depth as you want it to be. It all depends on the time you want to invest, the results you desire and the speed to which...

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Marketing

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...

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Marketing

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...

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Branding, Public Relations

Go for the Gold with a Winning Combination!

The art of growing your financial advisory business can be loosely compared to playing a sport. You’ve got competition; in fact, there may be people bigger and stronger than you and your independent practice. But in order to win over new clients, you have to train, stay focused and keep your eye on the prize...

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Public Relations

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...

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Public Relations

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...

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Public Relations

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...

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Public Relations

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...

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