I released my latest book, The Marketing Guide For Financial Advisors, about a year ago. It’s always nerve-racking to pour your heart and soul into a book because you never truly know what people will think.
But I’m happy to report that The Marketing Guide For Financial Advisors has received glowing reviews since its release. In fact, it has a perfect 5-star rating on Amazon. I can’t believe it!
I want to take this time to share some reviews with you, so you know why advisors find it so valuable.
What Is The Marketing Guide For Financial Advisors About?
For those of you who don’t know, The Marketing Guide For Financial Advisors uncovers the truth about how independent financial advisors really get new clients in today’s digital world. It gives you step-by-step instructions on how to:
- Create a user-friendly website that converts prospects into clients
- Build a content strategy that starts the conversation
- Utilize social media to get in front of your ideal prospects
- Use SEO to get more traffic to your website
- Embrace a specialty that commands higher fees
- Use webinars to warm up prospects
- And more
FA News reviewed my book in February 2020 saying, “Claire Akin’s The Marketing Guide for Financial Advisors has something for all advisors, from those who hold their noses at the mere thought of self-promotion, to FAs eager to fine-tune their current marketing strategies.”
Here’s a closer look at what advisors love about this book.
1. It takes the guesswork out of building your marketing engine.
I talk to advisors every day who want to grow their business but have no idea how to do it. Strategies that used to work don’t anymore, and they’re frustrated. I created this book to teach you everything I know about digital marketing for financial advisors. It’s full of actionable advice you can trust.
Here’s what two advisors had to say:
Kevin R. says:
As a practicing financial advisor and CPA, I have read what seems like all of the marketing books centered around marketing a professional services practice. Claire is one of the very few that I believe have helped my businesses the most. This book provides clear and concise strategies and tactics that I’m sure will help your advisory business succeed. I know it has helped mine.
Madison WI user says:
We’re a small RIA firm and I happened to run across Claire’s name in an XY Planning Network chat on Facebook. With some of her suggestions, we’re consistently rated high in Google searches. Highly recommended.
2. It’s written in plain language.
The marketing industry is full of technical jargon: search engine optimization, Google Analytics, click-through rates, and so on. It’s enough to make you want to stick your head in the sand. I wrote this book so that even the most technologically challenged advisors will find it useful.
Here’s what some advisors had to say:
Charlie Van Derven says:
The Marketing Guide for Financial Advisors is a concise explanation of marketing concepts, from simple to complex. Claire offers a very clear explanation of all concepts and provides a game plan for advisors to follow step-by-step.
Amazon user billthinx says:
It’s refreshing to read a book written in “plain English” without jargon and needlessly complicated prose. You won’t need to be a marketing wiz to understand the logic behind the recommendations. I picked up some new ideas and tools to try.
Ray Dunlap says:
I have been a financial advisor for 36 years and have read countless books about our industry…But I have never read a better book than this one. While the message is primarily about marketing, it’s also about effective ways to manage a practice—from maximizing the technological tools available to getting the most for your marketing dollar. [Claire] takes important marketing ideas and makes them easy for anyone to understand and to apply to their practice. If you’re an advisor, you really need to add this to your library of great books!!
3. It breaks down each marketing channel and gives practical tips on how to use each one to grow your business.
The Marketing Guide For Financial Advisors is only 145 pages, but it’s jam-packed with practical advice on how to grow your business and connect with your ideal prospect. I use each chapter to break down a different financial advisor marketing channel. And I teach you how to use each one to build a career (and life) you love.
Richard H. Moon says:
Excellent book and tremendous resource for financial advisors. Many similar books talk about general marketing concepts. This book, however, gave extremely practical and tactical guidance on how to make the most of social media and other platforms and technology available in this day and age. Highly recommend!
Amazon user Marc Glickman says:
In her book, [Claire] goes through the major digital marketing channels and tips for each one. Content marketing, email, website, webinar, SEO are all covered. Don’t hesitate—buy this book. It will be an investment that you won’t regret!
Amazon user David says:
I tell my coaching clients that their team’s top 5 jobs are:
- Relationship management (i.e. delivering on your Client Service Promise)
- Growing your business at your desired rate
- Management oversight of your team and their work product
- Portfolio management (whether or not outsourced)
- Ensuring messes are cleaned up quickly
This book focuses on the “growing your business” part with a focus on digital marketing. It does that better than any book or manual I have seen.
Want to read The Marketing Guide For Financial Advisors for yourself? Order it now on Amazon and check out more 5-star reviews.
Are You Ready To Grow Your Business Through Digital Marketing?
I gave away 90% of what I know about digital marketing for financial advisors in my latest book. But if you want even more help growing your business through digital marketing, I’d like to invite you to schedule a free strategy session with our team. During this call, we’ll talk about your current marketing strategy, what’s working, and what could be improved. From there, we’ll offer suggestions on what you can do to grow your business and attract new clients. Schedule your free strategy call here.