You’re giving a motivational presentation to your staff. You are wooing potential business partners. Only, you discover that your Powerpoint presentation pages are in the wrong order. You panic. In fact, your entire presentation is just words from a Chinese menu. Well, yes, this scenario could have you waking up in the middle of the … Continued
If you envision yourself as a modern financial advisor, you need to stay on top of new trends. This not only gives you an edge over your competitors, but also allows you to keep up with your clients’ ever-changing demands. According to a recent report by Refinitiv, 46% of the people they surveyed were not … Continued
Most financial advisors have no interest in adding reviews or testimonials on their website. This is understandable since they want to avoid dealing with regulatory and compliance issues that concern advertisements and endorsements. In addition, established firms prefer a more traditional or conservative approach when it comes to their marketing, and are pretty much stuck … Continued
Your website is one of the most important marketing tools you have at your disposal. It’s the foundation of your online presence and is the first thing your prospects will check out whether you caught their attention online or offline. A financial advisor website has to accomplish 3 main things: Introduce your brand Create a … Continued
In order for your financial advisor practice to succeed, you need to have a great game plan. Financial advisors who are just starting out not only have to face stiff competition from well-established firms, but also new technology developments such as robo-advisors which are much cheaper and easier to set up. Here are 10 things … Continued