Financial Advisor Marketing Ideas – Create a Referral Campaign

Financial Advisors can create a Referral Campaign! “Do you get many new clients from referrals?” I asked my new financial advisor client. There was a pause. He cleared his throat and said “Not as many as I would expect.” “How often do you ask for referrals?” I asked cautiously. Another […]
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Financial Advisor Marketing Ideas: Create a Client Call List

Don’t go looking for new clients! I don’t want you to try. Forget prospecting. Forget marketing. Don’t do it. Why? Because there’s a high probability that you’re ignoring the clients you already have. According to a 2004 study of affluent investors, the main reason clients leave their financial advisors is […]
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Financial Advisor Marketing Idea: Create a Client Service Matrix

Financial Advisors can create a Client Service Matrix STOP! Don’t go looking for new clients just yet. The first thing you need to do before you ramp up your marketing efforts this year is to make sure your existing clients are well-serviced. So I ask you: Are you providing raving […]
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