It costs financial advisors an average of $3,119 to gain one new client. 83% of that cost, or about $2,600 per acquisition, is from the time a...
Getting new clients and keeping existing ones — these are the ingredients for business growth. But as we all know, this is easier said than done. In...
Financial advisors target new clients based on a problem the client needs to solve. That’s because the financial advisor has a solution to offer. ...
When it comes to advising your clients, being a generalist just doesn’t cut it anymore. It increases your competition and lowers your chances of...
There's no doubt that financial advisor marketing has changed over the past few decades. There’s technology to manage, regulations to follow, and a...
Benchmarks give you a measuring stick for your marketing. Without them, you are playing the game blind, which is a recipe for failure (and lots of...
How do financial advisors currently execute on marketing and why does it take up so much of their time and money? The sad reality is, many...
For each problem, there is a solution, and this sentiment applies to every aspect of financial advisor marketing. Some common problems advisors run...
It’s hard to market yourself as a financial advisor, right? You want to stand out and show your value to potential customers, but finding the time to...
