Every once in a while, a “gold rush” the financial advisor world erupts into a “gold rush”: One advisor gets a bunch of clients on one marketing platform. He tells everyone about it, people get excited and overrun the platform until nobody on there wants to hear from financial advisors anymore.… READ MORE
When you don’t have happy clients, your business doesn’t make money. You have to treat your clients well and get them results.
But many advisors take this too far: They email, text and call their clients so much that they don’t have the time to focus on their business anymore. … READ MORE
If you’re a regular listener of this show, you know it’s usually about high-level strategies. The “do this, then that” tactics are usually reserved for paying customers.
But to celebrate episode 100 of the Financial Advisor Marketing podcast, James answered questions from financial advisors live on stream.… READ MORE
If you want to be better, wealthier and more successful than any of your competitors, you can’t market yourself like your competitors. Most financial advisors do the same thing: They trumpet stock market commentary all over social media and chat up strangers about their finances at networking meetings. … READ MORE
When you think of businesses that stand in your way, you probably think about competitors. And it’s easy to box out a financial advisor, especially when they can’t market themselves.
But right now, a big tech behemoth is threatening to kill your marketing strategy: Google.… READ MORE