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The Truth About Marketing
for Financial Advisors



How we help top independent financial advisors get more clients

What You'll Learn:

1. The only two ways that financial advisors get new clients.
2. What works and what's a waste of money.
3. How much money to budget for marketing.

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The Marketing Podcast
for Financial Advisors

Learn how top advisors use marketing to grow their AUM.

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Featured Episodes:


ANNOUNCING MY LATEST BOOK!

The Marketing Guide for Financial Advisors

The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world.

  1. Why digital marketing is so challenging in financial services
  2. How to create a website that converts
  3. Email marketing strategies for financial advisors
  4. Using social media to get in front of your ideal prospects
  5. Search engine optimization to get more traffic to your website
  6. Content strategy to start the conversation
  7. Embracing a specialty to command higher fees
  8. Using webinars to warm up prospects

In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine.

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What Advisors Say After Working With Us


“Every time we send out an email, we get a few new leads.”

KEVIN BROWN

"I’ve noticed more awareness of what I do and how I help my clients."

PHILIP A. BOARD

“The webinar content Claire presents is by far the best content I’ve seen on marketing for financial advisors.”

DOUG FLETCHER

“We just got a brand-new client who called us; she had been following us on Facebook and reading our posts.”

JERE SMITH

Serving advisors from the following broker-dealers: