Displaying 85 results
A little imagination goes a long way
There are a lot of respectable financial services firms in existence today — but only a few great ones
Is your website lost in a sea of blue?
Although the financial services industry focuses on providing personal service and generating results, firms typically neglect their websites – that is a big mistake
Trust is a powerful marketing tool
Earning this from your clients isn't magic; you must always do the right thing
Find out what clients say about you
What do your clients say about your firm — not to your face but to their friends, acquaintances and connections?
Making sure your advisory team gets your firm’s message
Is your advisory team speaking with one voice?
Knowing audience is key first step in marketing
If you aren't speaking to the right people — in a language that resonates — those who matter the most won't hear what you have to say.
Identify your type to refine your strategy
In life, it is usually best to play to your strengths.
Find out what your rivals are doing
When it comes to developing a marketing strategy, financial advisers should focus on the needs and wants of clients and prospects, as well as their own strengths and weaknesses.
Make client appreciation a family affair
Summer is just around the corner — a time when many financial advisers hold client appreciation events.
Website advice: Don’t set it and forget it
Before calling a financial adviser recently, I checked out his website, as I always do to prepare for an interview.
Tell a story, keep a client
If you would like to use an effective communications technique to win over prospects, retain your best clients and inspire trust, tell a story.
New ideas to spice up client events and seminars
Now is the time to identify client events and seminars for the year. Many advisers have told me they have fewer administrative staff members and lower budgets than in the past and are looking for new ideas for client events and seminars.
Taking tips from Madison Avenue
During the worst of the market meltdown, surveys showed that three-quarters of high-net-worth investors were ready to jump ship and find a new adviser.
Four marketing resolutions for 2010
With the holidays closing in, New Year's resolutions seem to be in order.
Have you checked in with clients lately?
Done right, a client survey can help you retain clients, generate referrals and build your business.
An opening is a grand opportunity
Opening or moving a financial services practice provides advisers with an excellent marketing opportunity — if they are ready to make the most of it.
Questions to consider before changing firms
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.
A practical guide to networking
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.
How prospects really size you up
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.”
The Harry Truman way to success
President Harry S. Truman, known for his plain speaking, could teach a thing or two to today's financial advisers.
