growing plant, isolated on white

Financial Advisor Seminar Marketing -Planning a Seminar

Financial Advisor Seminar Marketing is still one of the best ways to gain new clients. As a successful seminar and workshop presenter myself, I often receive questions from my financial advisor clients about how to plan an effective seminar. Much thought and effort goes into developing a seminar. Planning, marketing, […]

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seminar-title

5 Ways to Craft a Financial Advisor Seminar Title That Will Attract An Audience

You’re a financial advisor who wants to grow their practice. You’re tired of the slow growth, hare-and-porpoise method of practice growth, and you’re ready for some real progress. You’re fairly good at public speaking, and once you get a prospect in front of you, your close ratio is rather high. […]

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LinkedIn profile headshot

LinkedIn Marketing Plan for Financial Advisors: 9 Tips to Maximize Prospecting

LinkedIn is a powerful social media website that is vastly underutilized by financial advisors in their marketing and prospecting strategies. Most advisors I speak with these days have a LinkedIn profile, but they have no idea what to do with their account, so they do nothing.   This detailed blog […]

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Newsletter, the missing piece

Financial Advisor Newsletter Success – 7 Ways to Improve your Newsletter

Keeping in contact with your clients, prospective clients, and centers of influence through the use of a financial advisor newsletter is an important part of your communication plan and provides many benefits to your practice. Keeping in touch, providing a gentle reminder that you’re there whenever they need you, and […]

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Value-proposition-benefits

Use Benefits in Your Value Proposition

Financial Advisors Can Use BENEFITS rather than FEATURES in their Value Proposition Are you making the mistake of focusing too much on features you provide rather than benefits clients are seeking? Never forget, prospective clients always want to know: “What’s in it for me?” Potential clients have concerns based on […]

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Does Advertising Work?

We are going into the hottest days of summer here in the southwest U.S.A. It’s a time in Arizona when we hibernate indoors with the air conditioning on “high” or we head up north to the hills where cooler weather awaits. How’s your summer going? Did you suddenly realize “Oh […]

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