The Advisor Adventure

Financial Planner Marketing Metrics: What’s on Your Dashboard?

By | Featured, Marketing | No Comments

To make informed, confident decisions about directing your resources for your financial planning firm you must set and measure against metrics. Tracking marketing metrics not only reinforces singular focus as you hone in on improving specific numbers, it also reveals how well you are performing. And that may be an…

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Do You Align Your Actions with Your Values? Try this one-page template.

By | Featured, Success, Values | No Comments

I’ve always been a big fan of leading with values.  After all, how are you supposed to decide what choices make sense if you do not have absolute clarity on what matters most to you?  You may use values-oriented exercises with your clients to help develop a meaningful financial plan…

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Decision Making Made Easy with Direct Marketing Basics

By | Featured, Marketing | No Comments

As an independent financial planner trying to do it all, you may wonder where to invest your effort in marketing for the best outcome and how to know if a particular outlet makes sense for your business. Make your decision easy by returning to the basic tenets of direct marketing….

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4 Ways Independent Financial Advisers Can Increase Revenue

By | Featured, Marketing | No Comments

Financial planners and advisers often describe marketing as the act of attracting “leads” to your firm whom you can then sell on becoming a client. With this myopic view you will miss out on multiple (and perhaps easier) ways to make more money in your business. Marketing is so much more…

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5 Ways to Keep Moving Forward

By | Uncategorized | No Comments

Self-employment brings with it freedom and flexibility, but it also presents a host of new challenges. As an independent financial advisor, there may be times when you find yourself feeling overwhelmed or unsure of how to stay focused and energized. Whether you’ve been in the game for awhile, or you’re…

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Niche Isn’t Enough: How Financial Planners Need to Market Now

Niche Isn’t Enough: How Financial Planners Need to Market Now

By | Featured, Marketing | One Comment

For the past decade I’ve listened as financial advisers tell me they are afraid if they pick a niche and speak to one target audience, they will lose out on opportunities. Financial planners get nervous about pigeonholing themselves, so they keep their options open, and do not commit to the…

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