Today I want to share a quick story with you and tell you an important secret I’ve learned over the years. Do you know how people really choose a financial advisor? Watch this video to learn more!
Advisors today have tremendous marketing opportunity, online and elsewhere. It’s easy to create marketing campaigns to target your ideal clients. Take a few minutes to review how your most recent five clients came to you. Do any patterns emerge? If so, reinvest in a marketing strategy that strengthens that avenue.
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Claire Akin runs Indigo Marketing Agency a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.