Are You a Financial Advisor Perfectionist? 4 Ways Perfectionism Hurts You & What to Do About It

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Great is often good enough. At face value, being a perfectionist sounds like a good trait; indeed, it’s always good to strive to do high-quality work. But aiming to do everything perfectly — which is unrealistic — can take a toll on you as an individual and on your financial […]
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7 Financial Advisor Marketing Strategies To Grow Your Firm

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There are many ways a financial advisor can market their practice. Through a 7 article series on this blog, I have presented 7 marketing strategies that I think are particularly effective. They focus on leveraging different markets, social media marketing, lead generation, and media relations. By implementing these strategies you […]
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Financial advisor marketing strategy: How to use Canva to promote your practice on social media

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Financial advisors – use Canva to promote your practice on social media: As a financial advisor, one way you can connect to current and potential clients is through social media. Social media can be a great tool for financial advisors because you can reach a large number of current and […]
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Financial advisor marketing strategy: 3 ways to get the best press for your firm

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Three ways to get the best press for your firm: As a financial advisor executive, with your own business, you often have to find ways to get the word out. How do you let potential clients know about you and the services you offer? Although there are a number of […]
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