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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competitive advantage

How Financial Advisors Can Create a Competitive Advantage

When I was studying at the University of Hawaii in the late 80’s, every single textbook about marketing contained information about “competitive advantage” and how to achieve it. Although my major was International Business, I was fascinated by the topic of marketing and it became my focus for growing my […]
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A Financial Advisor Business Plan Template You’ll Want to Use

Get motivated to grow your business! It is SO IMPORTANT for my Financial Advisor clients to write a Business Plan! WHY? Because I like to say, if you don’t have a business development plan that is written and easy to follow, you will NOT grow your business as fast and […]
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Boost your Financial Brand by Branding Your Process, Program, or Investment Technique

Happy weekend! I hope you’ve got some fun things planned so that you can enjoy the success you’ve been building in your practice. I’m doing a quick blog post today about branding. Why do most financial advisors look the same? Same websites, same presentations, same business model, same ordinary brand. […]
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Financial Advisor Brochure

Your Brand: Designing a Custom Brochure

What reaction do you want prospects, centers of influence, and clients to have when you present your custom-designed brochure? You want them to say verbally “Wow. Nice brochure.“ And you want them to think subconsciously “I am impressed by this financial advisor. They present themselves well and they offer what […]
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How Financial Advisors Can Get 50% of Their Clients From Their Website

It’s been 10 months in the making – lots of planning, a massive amount of decision making, and a few bloopers along the way, but it’s finally done. I’m resting comfortably in the knowledge that between my designer, my developer, and my writing, I’ve come up with a beautiful destination […]
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Branding Your Practice Means Using Creative Design

Branding your practice has many benefits, the least of which is to stand out from the multitude of financial advisors competing for the same clients. Since purchasing decisions are mostly made subconsciously, it pays to brand your financial advisor practice. What will branding your business GIVE you? Higher quality clients. […]
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