Results for "marketing"

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Controlling your Google search results may not be enough

May 14, 2019

My financial planning firm gleans more than 50% of our new client leads from Google search alone. How does this happen? For the most part, people head to Google and type in terms like "San Diego financial planner" or "financial advisor in San...

Digital is the present and future of adviser marketing

May 14, 2019

If you're an adviser, don't ignore the elephant in the room that is digital marketing, or you might find yourself struggling to survive. In our industry, clients leave for other firms, they take distributions and they pass away. In short, there's...

What 401(k) advisers can learn from a viral social media post

May 8, 2019

Not too long ago I took my wife out to dinner, something I don't do enough. We went to a local place here in Austin. The overall experience was wonderful. When we got the bill, I noticed something a little unusual at the bottom: A separate fee...

5 pillars of marketing for advisers

April 17, 2019

For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is. One is that marketing...

Independent advisory firms plan to increase digital marketing budgets this year

March 15, 2019

Over the past 10 years, independent advisory firms have slowly integrated new technology solutions into their business models. Most firms now have their core tech stack in place: 85% are using a CRM system to manage customer relationships; 83%...

Boost your reputation with content marketing

March 11, 2019

Getting new clients is all about reputation. Reputation is your most important asset. Doing a great job for your current clients is, of course, the best reputation builder. But to stand out, you need to do more, whether that's an article in...

Advisers can beat out firms like Fidelity with this marketing approach

March 8, 2019

Independent advisers may not have the budgets to match what a company like Fidelity Investments can spend on advertising, but they can take advantage of what may be an even more effective tool for generating business leads for them — using...

I started a firm in 1993. Here's how I'd build one in 2019

March 5, 2019

A few weeks ago, I was talking to a group of advisers about how to grow their practices. One of them said, "Scott, it's different for you because you have such a large staff." Granted, maybe some business strategies are a little easier for me...

Annuities group signs up for Rolling Stones tour

February 7, 2019

The Alliance for Lifetime Income, an organization that's trying to improve the public perception of annuity products, will be the sole sponsor of the Rolling Stones' U.S. tour later this year. The national sponsorship consists of "co-branded...

Hit the reset button on your social media

January 31, 2019

A solid plan and strategy are the key to every social media success. I wish I had a dollar for every time someone told me that they measure social media successes by things going viral. That's such a misnomer. I also think people feel smarter...

Social media video trends for advisers

January 29, 2019

For as long as I've worked with financial advisers (a decade this year), it seems that people have been predicting that video will become the predominant form of marketing communication. This year, I think that prediction finally comes true....

Wells Fargo makes new attempt to repair its brand

January 25, 2019

Wells Fargo & Co. continues to try to spiff up its tattered brand, introducing a new marketing campaign Friday that will include a new look in promotional materials, including business cards and PowerPoint templates, used by 13,968 financial...

The key to sustaining your firm's growth may not be what you think

December 20, 2018

After a couple of years of decelerating revenue growth in the Registered Investment Advisor (RIA) industry, it's easy to get excited about the topline results revealed in the 2018 InvestmentNews Study of Pricing & Profitability. Firms in the...

How to Scale an Exceptional Client Experience

December 1, 2018

You run an efficient and profitable advisory practice, with happy, satisfied clients who refer you to their colleagues, friends, and family. But do you also have bandwidth issues resulting from too many clients, which are now affecting the quality...

RIA revenue growth on the rise, but smart firms are prepared for it all

October 10, 2018

If this year's Adviser Benchmarking Study had a tagline, it would be “the best defense is a good offense.” The InvestmentNews 2018 Pricing & Profitability Study, sponsored by BNY Mellon's Pershing, paints a positive picture for the advisory...

What financial advisers can learn from Starbucks, Apple and SoulCycle

October 9, 2018

People don't go to Starbucks for the coffee. Why do so many people choose Starbucks? It's not for the coffee — it's for the experience. Starbucks has created an entire brand identity around delivering a rewarding experience for customers....

Why You Needed a Continuity Plan Yesterday

October 4, 2018

When the young advisor received the call that one of his partners had died, he assumed it was the older partner, 35 years his senior. He and his partners had planned for that, purchased life insurance and created agreements for purchasing that...

Why advisers should market philanthropic giving to entrepreneurs

September 19, 2018

Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to...

Host the Perfect Client Event

August 1, 2018

Client events can be a lot of work, and there are many factors that come into play that could determine their success. But they are also a very important part of building your business because they can help you strengthen your relationships...

Why advisers are turning to Facebook ads to fill seminar seats

July 24, 2018

Financial planning seminars share much in common with the poet Henry Wadsworth Longfellow's curly headed little girl. To paraphrase, when they're done well, they're very, very good — and when they're bad, they're horrid. That's right; most...

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