Category Archives: Marketing

Find Your Center

Instant Stress Relief – One Question to Center Yourself

By | Featured, Practice Management, Values | No Comments

What’s the one thing that is essential right now, in this moment? You may not believe it, but if you stop and ask yourself that question, especially at a time when you feel stress, you can eliminate angst and tune in to “the now.”  Done right, you’ll  experience or achieve…

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How to Build Your Client Attraction Marketing System as a Independent Financial Advisor

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When you attract more high-quality leads into your financial planning practice you can increase your revenue and spring from your plateau. However, scattered efforts to implement this straightforward notion often soak up an independent financial advisor’s resources.  You fail to show up regularly, and you exhaust yourself trying. To create momentum and…

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How to set financial planning fees to grow a sustainable advice firm

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Do you dread the “What does this cost?” discussion with new prospects?  Have you ever given in to the pressure to discount your fee because you received pushback or resistance?  Have you rationalized a lower fee because “you need the money”? Setting financial planning fees that demonstrate the value you provide…

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5 Excuses Independent Advisors Hide Behind to Avoid Content Marketing

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Content marketing through channels such as blogs, videos, podcasts, and webinars is the contemporary way to create awareness, drive interest and invite engagement in your service. Through consistent and ongoing content sharing, you can establish trust and build rapport with prospects and clients.  Touch on personal or emotional elements and you…

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4 Marketing Afflictions that Plateau Financial Advisors

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To get stuck or confused when it comes to marketing your financial planning practice is common.  After all, you didn’t start your firm to be marketing or sales professional. You want to help clients plan for their future and achieve their dreams. Yet, you quickly realized that to fulfill your professional…

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When and How Should Financial Advisors Use Social Media?

By | Featured, Marketing | One Comment

Social Media. You know your clients are on Facebook, LinkedIn, Twitter, Instagram and perhaps a few places you haven’t heard of yet. You acknowledge there is value engaging in the social sphere, but you have not cracked the code on how and when to expend your energy to make this…

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How to Fix Your Financial Planning Web Site to Make More Money

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Put on your shoes. Find your bus pass. Get your backpack. These instructions on my pre-teen son’s morning task list spell out exactly what actions he must take to get out the door on time and prepared. While I would prefer that he figure it out for himself, I realize that…

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The Solo Advisor’s 3-Pronged Approach to Reduce Your Effort and Gain More Hours, Energy and Yield

By | Featured, Marketing | No Comments

Solo financial advisors and smaller RIA firm owners: Help is on the way!  As you increase your revenue in your financial planning business, you have more profits to invest in your support system. This means you can set yourself up to scale while reducing or redirecting your personal effort in the…

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

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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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