My book, The Marketing Guide for Financial Advisors, hit the shelves on November 8, 2019, and I’m excited to share with you a recent review from FANews—the e-newsletter published by Financial Advisor. For a limited time, you can save 20% on your paperback copy of The Marketing Guide For Financial Advisors on Amazon (on sale for just $15.99).

As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice. It produces the Financial Advisor magazine—the most widely read trade publication in the nation—and provides top financial planners and RIAs with the tools they need to better manage their clients’ wealth.  

Okay, now for the review: 

FANews starts by 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.”

Then it breaks down the top financial advisor technology tools I recommend for CRM, risk analysis, client management, email marketing, and social media.

The review continues: “On using social media, Akin supplies helpful pointers, beginning with this wisdom: ‘Social media and its terminology can be confusing, overwhelming, and downright annoying. But the fundamentals are very simple’—LinkedIn, Facebook, and YouTube are essential components of a marketing campaign.”

It’s true! Today’s technology can be overwhelming, but I wholeheartedly believe it doesn’t have to be. I wrote this book to show financial advisors exactly how they can use digital marketing to grow their businesses. 

In the words of FANews, “Advisors who are not tech savvy take note: the book provides easily digested, step-by-step instructions on how to use this technology.” I couldn’t agree more!

You can check out the full review of The Marketing Guide for Financial Advisors over at FANews. I’d like to thank Financial Advisor’s Eleanor O’Sullivan for writing such a glowing review. 

If you haven’t had a chance to read The Marketing Guide for Financial Advisors, you can buy your copy on Amazon. It’s chock-full of actionable steps you can take to grow your assets under management and secure high-quality clients you actually want to work with. 

If you’ve already read it, thank you! I appreciate your support and I hope my book empowers you with the tools you need to grow your digital marketing efforts in 2020 and beyond.

I invite you to schedule a free strategy call with our team if you have any questions about growing your business. We’d be happy to review your digital marketing and provide helpful recommendations.