Whether or not you’re ready for a new week to begin, Monday is here again! It’s never a bad idea to start out with some fresh marketing ideas. Check out our favorite marketing articles for tips on social media or reaching your target market.
Collectively, the financial services industry and, more specifically, the members of and advocates for the financial planning profession have done an atrocious job of articulating the value they provide. There are certainly exceptions to this rule, but on the whole, I think most of us can agree that they can do a lot better.
And, as you all know, the stakes are not trivial. Sure, their jobs and livelihoods depend on the health and future existence of the profession, but in the end, it’s not really about them. It’s about the millions of investors who need and deserve access to objective advice and support in planning to fund a future packed with variables, potential potholes and uncertainty.
On January 11, 2018, Facebook CEO Mark Zuckerberg announced a major coming change to the Facebook News Feed, one that will likely have far-reaching impacts on brands and businesses who use the site to interact with and reach new customers.
In this post, they’ll explain what’s going on, and how you can adapt to survive and thrive on Facebook in 2018.
3. Celebrating 13 Years: 5 Lessons Learned and Tips to Fast Track Your Own Company’s Success via AdvisorPR
So, now’s the time to pay it forward! Here are five things that small business owner should take the time, energy and resources to put in place as early in their business as possible. But, whether you’re a start-up, 13 years in or 31 – it’s never too late to begin, update or enhance these areas of your business to become more efficient, marketable and profitable.
What sets you apart from your competition? With the arrival of the robo-advisor, what are both high-net-worth (HNW) and mass affluent investors looking for from an advisor? What will keep you one step ahead of the robo and above your human counterparts? Undoubtedly one of the biggest draws to attracting new clients is technology utilization.
5. Don’t Screw Up Your Marketing by Ignoring These 3 Cognitive Biases via Creative Advisor Marketing
Are you shooting yourself in the foot with paid advertising and outbound marketing tactics?
You could screw up your marketing if you never stop to consider how people actually make decisions. People don’t show up and hire you because you waved a slick ad in their face — unless you do so after understanding the biases you need to overcome to have that actually work for you.
Financial advisors need to use extreme caution when relying on paid ads and cold messages (be they emails, calls, or LinkedIn messages). We’ll get to why that’s the case in a moment — but first, I want to point out that it’s not that you can’t or shouldn’t use these tools…
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