Tips & tricks

Many financial advisors find it difficult to generate consistent leads; often because they are not using the correct strategies. Some financial advisors are still using outdated techniques and strategies for marketing that are no longer very effective in the modern world – these include direct mail, newspaper or magazine ads, and cold calling. While you might see some results using these old-fashioned tactics, they’re neither cost nor time-efficient. So, what can you do to bring your financial advice into the modern world and generate more effective leads? Social Networking: Many people today use social networks to find services – financial advice included. If you already have a business website, then you should be taking steps to take your online presence one step further with st...

Why traditionally recommended marketing methods don’t work for professional service providers and advisers and what to do about it. I’ve been a marketing professional for 39 years and in the early days, I invested a lot of money in time in learning my profession. Way back then there were literally no nationally or internationally recognized degrees for marketing. So it was a matter of paying money to the experts and sitting in on their workshops, seminars, courses, and programs along with reading books. Of course, there wasn’t any Internet either. A lot’s changed since then. In my many educational experiences, it was rare to come across anyone who is recommending a specific marketing method that was applicable/relevant/effective for professionals who are marketing services or advice....