What are the influences and motivations of a financial advisor’s target market?

As a financial advisor you need to know your target market. If you don’t know who your potential clients are and their characteristics, how can you find them and win their business? Additionally, if you aren’t focused on a specific group and simply market your business to anyone, you might […]
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ideas for the advisor

39 Financial Advisor Marketing Ideas That Rock

Need to come up with some really awesome ideas for your practice? Stuck in a rut with your marketing? Need a kick in the rear to get going? Financial Advisor Marketing Ideas I’ve been working with Financial Advisors as a Business Coach since 2004. I love the industry and the […]
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5 Marketing Challenges for Introverted Financial Advisors

Are you an introverted financial advisor? Are you a bit shy when it comes to speaking about or marketing your financial advisor practice? That’s OK. Most advisors are terrible with marketing their business. It’s simply because in the past advisors set up shop and waited for clients to walk in […]
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How Financial Advisors Can Get Clients to Bring Friends to Client Appreciation Events

Are Client Appreciation Events one of your business growth strategies? If so, are you encouraging clients to bring friends so that you can widen your circle of influence? I often find that Financial Advisors who hold events frequently lack the strategies and tactics to encourage the “bring a friend” strategy. […]
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Financial Advisor Phone Script to Meet With Centers of Influence for Coffee

I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be concerned about growing their business or prospecting for new clients. Other times it could be that they just don’t consider […]
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Why a Warm Marketing Plan Works Better For Financial Advisors Than Cold Calling

For financial advisors, warm is better than cold! Why? Because cold calling can be exhausting. Facing rejection time and time again is hard on the ego. Too many “no’s” can turn a positive advisor into at demoralized advisor and cause “zombie face,” a condition where you stare at your computer […]
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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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