For this week’s marketing tip, I wanted to send a quick video highlighting the one sentence my Dad used to add two $1 million accounts last month. You can increase assets under management can be as simple as asking the question I discuss here. I’ll also review the two mistaken assumptions advisors have about client referrals. Watch the video now! If you find it helpful, please forward to the financial advisors you know so they can sign up for my newsletter here.
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Growing up in the financial services industry, I recognized early the value financial advisors bring to their clients and their communities. My father has been a financial advisor for over 36 years and I’ve worked in his firm for large parts of my life. During high school, I answered phones and did the filing of statements and prospectuses. After graduating with a Bachelor’s Degree in Economics, I helped him with client service and technology systems. After earning my Master’s Degree in Marketing, I became an Investment Advisor Representative and still run the marketing department of his firm today.
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 and increase assets under management.