Marketing Archives - Page 4 of 5 - Kristin Harad

Featured Marketing

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

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…

Kristin HaradJuly 12, 2017

Featured Marketing

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

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…

Kristin HaradJuly 5, 2017

Content Marketing Featured Marketing

5 Excuses Financial Advisors Use to Avoid Content Marketing

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…

Kristin HaradJune 28, 2017

Featured Marketing

4 Marketing Afflictions that Plateau Financial Advisors

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…

Kristin HaradJune 21, 2017

Featured Marketing

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

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…

Kristin HaradJune 7, 2017

Featured Marketing

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

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…

Kristin HaradMay 24, 2017

Featured Success Values

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

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…

Kristin HaradMay 19, 2017

Featured Marketing

Decision Making Made Easy with Direct Marketing Basics for Financial Advisors

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.…

Kristin HaradMay 17, 2017

Featured Marketing

4 Ways Independent Financial Advisers Can Increase Revenue

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…

Kristin HaradMay 10, 2017

Grow faster and do more of what you love.

Please remember that each individual's success depends on his or her background, dedication, desire and motivation. As with any business endeavor, there is no certain guarantee that you will earn any money by following the techniques discussed. By entering your email address you are also requesting and agreeing to subscribe to our free Marketing Momentum email newsletter from which you can unsubscribe anytime.

Marketing

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

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

5 Excuses Financial Advisors Use to Avoid Content Marketing

4 Marketing Afflictions that Plateau Financial Advisors

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

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

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

Decision Making Made Easy with Direct Marketing Basics for Financial Advisors

4 Ways Independent Financial Advisers Can Increase Revenue

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