Welcome to my video series on how to create a financial advisor marketing plan. In this week's video I close the series by tying back your marketing metrics to the first element, your growth goal. The 7 Elements of a Financial Advisor Marketing Plan Element #7 - Meaningful Marketing Metrics…
June 30. Half way through a year that many would like to put behind us. Think back to January --- or even late 2019... the optimism for the new year. What goals did you set for your growth? How are you tracking against them? With this halfway mark, we…
The loss of live events---especially ones proving lucrative in years past---is leaving a surprising number of RIAs with no marketing plan to generate new prospects. Perhaps this pandemic is the push RIAs need to get their digital act together. If you have compelling content from an in-person seminar or event,…
What used to be an occasional pursuit during my drives to pick up my children from their various activities is now part of my daily constitutional. I am consuming podcasts like never before! Heading into Week 6 after the closing of my yoga studio, pilates studio and Soul Cycle, I have…
A tidy space evokes joy and energizes you. Imagine what tidying up your marketing clutter can do for your business growth. Tidying up expert and best-selling author Marie Kondo inspires millions of people to spark joy in their lives by clearing clutter and organizing their home. Recently, my husband and…
Networking is an essential skill for any financial advisor. The right connections can elevate your business from fledgling to thriving. The more people you know, the more opportunities will present themselves. Depending on your personal style, you may find networking events exhilarating, uncomfortable, or downright terrifying. You might prefer chatting…
The life of an independent financial advisor is extremely busy and full. Whether you’re just starting out or enjoying great success, each stage brings a new set of challenges. Long hours and a busy schedule can make it easy to get so wrapped up in your work that you neglect…
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…
Stuck at the same level? Looking for faster growth? Upgrade your marketing by leveraging partnerships. Learn how with the advanced strategies in the Growth Acceleration Toolkit