Marketing Strategy

The Top 10 Podcasts for Financial Advisors

Looking to grow your firm? Check out our list of the best podcasts for financial advisors. One of the hardest things about being a financial advisor is that you're often on an island, isolated from other advisors. It's tough to keep up with the latest and greatest news and strategies to grow your …

What Do Advisors Really Need to Know About Search Engine Optimization (SEO)?

When someone types “financial advisor” into Google, does your firm show up? SEO, or search engine optimization, is an umbrella of best practices designed to make your business rank higher in search results and look better when your business does appear. The goal is to generate more traffic to …

Podcast: Video Marketing for Financial Advisors with Jill Addison (Listen Now)

Video Marketing For Financial Advisors Join us with Jill Addison, the founder of FA Client Machine, who helps financial advisors leverage YouTube and video marketing, as we cover: How YouTube helps you show up in search results The three key videos advisors should have on their websites …

The Best Website Platforms For Financial Advisors in 2019

Financial advisors ask me all the time, "What is the best website platform?" The answer really depends on a few things: What is your compliance relationship? Do you want to update your website yourself or have someone else do it for you? Would you rather pay more up front to get lower …

Why Is Marketing So Hard For Financial Advisors? (Video)

I talk to financial advisors on the phone every day who are frustrated with their marketing or feel bad because they think they're the only financial advisor not raking in new clients using Google or Facebook ads. The reality is that marketing for financial advisors is hard! Watch this video to …

Podcast: What Makes Your Firm Different? With Maribeth Kuzmeski of Red Zone Marketing (Listen Now)

Join us with Maribeth Kuzmeski of Red Zone Marketing to unlock what makes your firm truly different. In order to get referrals and new clients today, advisory firms need to stand out from the crowd. But that's not always easy. In this episode of our financial advisor marketing podcast, Maribeth will …

How To Communicate With Your Clients During Market Volatility

The U.S. stock markets had the worst day of the year on Monday, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors are understandably nervous. But as a financial advisor, how should you communicate with your …

Podcast: How to Get More Referrals With Bill Cates, The Referral Coach (Listen Now)

Join us on the top financial advisor podcast with Bill Cates, referral coach to top financial advisors, best-selling author, and Hall of Fame keynote speaker to discuss how to get more referrals without feeling uncomfortable. Bill will walk us through everything you need to know to acquire more …

This Month’s Webinar: What We Do & How We Help (Watch Now)

Join us for an exclusive webinar on how we help top independent financial advisors get more clients and grow their AUM. We'll review the truth about marketing for top independent financial advisors and exactly what's included in our total marketing package. 1. The truth about marketing …

Podcast: How to Stand Out From the Crowd with Marie Swift of Impact Communications (Listen Now)

Join us on our financial advisor success podcast with Marie Swift, President and CEO of Impact Communications, a marketing communications and PR firm for financial advisors. Marie helps advisors shoot videos, record podcasts, and improve their digital presence. In this episode, she'll reveal: …

The Marketing Podcast for Financial Advisors, Episode 2: The Truth About Marketing for Financial Advisors

You are invited to The Marketing Podcast for Financial Advisors! But what is it, you say? Watch this short video to learn why we created it, what we'll cover this season, and how to listen now. Check out Episode 2: The Truth About Marketing for Financial Advisors today! The Truth About …

Introducing The Marketing Podcast for Financial Advisors! (Listen Now)

Today, I am proud to announce The Marketing for Financial Advisor Podcast! We've partnered with top advisors and industry experts to create a powerful audio series to explain everything you need to know to grow your advisory firm through marketing. We'll cover what works in marketing today, …

Guest Podcast: Creating A Memorable Personal Brand (Listen Now)

This week, I am excited to be a guest on The Female Insight Zone, a popular podcast hosted by Maribeth Kuzmeski of Red Zone Marketing. Maribeth is also the founder of Red Zone Leadership Foundation, a 501(c)(3) formed to cultivate leadership skills of female professionals. In this 15 minute episode, …

How Does Ken Fisher Follow Up With Prospects?

Have you ever wondered how Ken Fisher’s firm, Fisher Investments, gets new clients? I’m always watching top financial advisors to see what they’re doing, and recently I snooped around Fisher Investments to take a look at their marketing strategy and how they follow up with prospects. If you’re …

How To Ask People To Join Your Email List

After last week’s post, How To Add People to Your Email List (Video), I received a great question from one of my readers. Neil asked, “How would you suggest to approach those people to put them on an email list? In other words, what would you say to them?” This is a great question, as we always …

The Ultimate Guide To Creating Your First Marketing Webinar (For Financial Advisors)

What if every visitor to your website spent 30 minutes with you to understand your background, what makes your firm different, and how you can help them? How would that impact your lead conversion rate? This is where a marketing webinar lends a hand. Most of the advisors I work with have …

Save $300 On The Advisor Thought Leader Summit In Kansas City

Two of my favorite financial advisor marketing experts are Maribeth Kuzmeski (Red Zone Marketing) and Marie Swift (Impact Communications). In fact, I first met Maribeth way back when I was a financial advisor with LPL Financial. I was so impressed with her branding that I modeled my own firm after …

How People Really Choose a Financial Advisor

There’s a lot of confusion out there about how independent financial advisors get new clients. Marketers and business coaches may tell you that top advisors are raking in new clients with radio shows or Facebook ads. But the reality is that with all the technology in the world today, people are …

Marketing Strategy

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Get My Marketing Secrets for Independent Financial Advisors