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Friday, November 20, 2009
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e-Newsletters
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Marketing Strategies
Done right, a client survey can help you retain clients, generate referrals and build your business.
Opening or moving a financial services practice provides advisers with an excellent marketing opportunity — if they are ready to make the most of it.
Although the numbers vary based on who is doing the reporting, there is no question that the Panic of 2008 has led to the Migration of 2009.
Every successful financial services practice must build and maintain a professional network. At a minimum, this group of trusted professionals can supply you with information and be a resource for your clients.
Most financial advisers assume that every prospect follows a similar buying pro¬cess: recognizing a need for financial guidance, becoming aware of potential advisers, considering a smaller number and then choosing one — a progression known as a “buying funnel.”
President Harry S. Truman, known for his plain speaking, could teach a thing or two to today's financial advisers.
I recently spoke to a roomful of financial advisers who focus on active investment management.
The prospect of doing client reviews in the wake of the market's performance over the last three quarters is nothing short of dispiriting.
Advisers often ask me about the value of creating brochures or websites with information about themselves and their businesses.
Despite years of study, no one can say with certainty why one person trusts another.
A financial adviser recently told me that his marketing plan for the year includes the pursuit of "orphan" accounts.
Here’s a New Year’s resolution every adviser should make: a commitment to rev up marketing in 2009.
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