Marketing strategies for financial pros.
The definitive marketing podcast for financial advisors. Real tactics, real results, real talk about what it takes to grow your advisory practice through modern marketing.
You probably have hidden profits in your business. Are you ready to find them?
What does client success look like? How can your marketing help connect with clients and prospects?
67% of Americans don’t have an estate plan, according to a recent survey. Most of them “just haven’t gotten around to it.” Estate planning feels daunting. But what if you could make it easy for clients –– including the stragglers –– to finally get it done?
The best CPA partnerships accomplish both: improving your client experience and growing your revenue. But how and where can you find such partnerships?
In advancing cultural diversity in the workplace, attracting and retaining diverse talent can often be a challenge. Not anymore!
Organizing events is a great way to engage with clients and prospects. But before you organize another wine tasting event, ask yourself: How does this event fit into your overall marketing strategy?
Only 6% of writers get halfway through a book.* For the rest, their book remains a dream. Are you an advisor who has always thought of writing a book — perhaps even started one — but never finished it?
What’s stopping you from sharing your thought leadership? Is it a busy schedule? Is it a lack of confidence? Or is it both? Our guest today, Meg Bartelt, has consistently blogged for 6 years — even during times when things got overwhelming.
Do you want a 12-month marketing plan that’s strategic, measurable, has actionable items, and is based on reliable data? Most advisors do! BUT, they don’t know how to get started or lack a marketing team to support them.
Have you heard about niche marketing but still aren't convinced that it can grow your business? Perhaps hearing from someone who has walked the walk might help.
Giving equal opportunity to females, people of color, nonbinary individuals, and other underrepresented communities is not just the right thing to do. It can actually benefit the financial services industry!
Finding your hyper-focused niche is only work half done. Next, you need to get your voice out to your target audience and build a network of influencers and experts in your niche!
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