Build a brand that reflects purpose and personality
Create a strategic marketing plan and be vibrant, says Jud Mackrill, CEO of Milemarker. Episode two of the five-episode Triple Play: Adviser Marketing series.
Tools to automate a digital marketing strategy that delivers
Know where your core clients hang out, says FMG Suite's Samantha Russell. Episode three of the five-episode TriplePlay: Adviser Marketing series.
Leveraging video for authentic adviser marketing
Share your personality on camera, says Kate Holmes of Innovating Advice. Episode four of the five-episode TriplePlay: Adviser Marketing series.
Convert likes to lead with Instagram influencer’s social media tips
Use paid social ads to collect interested prospects, says financial adviser Jacqueline Schadeck. Episode five of the five-episode TriplePlay: Adviser Marketing series.
Looking for yield? Munis may be the answer
Municipal bonds can provide investors with the yield they’re searching for, and without requiring them to take on higher risk, says Joe Boan, senior vice president at Transamerica
Dr. Daniel Crosby on how to convince clients to follow your advice
Orion's chief behavioral officer has some tips on how advisers can persuade clients to stay the course amid the pandemic
Triple Play: Social Security COLA for 2021
Contributing editor Mary Beth Franklin talks about the 1.3% Social Security cost-of-living adjustment announced for 2021 and its ramifications for advisers’ clients.
Triple Play: Getting started as a financial planner
Hannah Moore, owner of the advisory firm Guiding Wealth, has some useful tips for planners just starting their careers.
Triple Play: Enhancing your firm’s valuation
Mike Walters, CEO of USA Financial, suggests three ways to increase the value of an advisory firm, including having business systems and repeatable processes in place, and using third-party asset management.
Triple Play: Marketing amid the lockdown
Megan Carpenter, CEO of FiComm, says in the current virtual environment, advisory firms should focus their marketing efforts on getting in front of the right person, rather than trying to reach lots of people.
