brand elements

Financial advisors: what are the elements that make up a brand?

What is financial advisor branding? What does it really mean? A Brand can be such a mysterious concept that unless one is familiar with the definition of Branding, it’s easy to be confused. In this blog post, I will help you understand what are elements that make up a brand […]
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Does advertising work for financial advisors?

Does Advertising Work for Financial Advisors? Maybe…

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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Financial advisors can sell the value of financial planning

Mistake 7: Failing to Sell the Value of Financial Planning

Financial planning and investment management are not products that can be bought at the supermarket. They don’t help alleviate hunger. They don’t quench thirst. The real benefits are challenging to explain. Yet financial advisors often fail to sell the value of financial planning and the benefits of working with them, […]
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financial advisor referral scripts - great conversations

Financial Advisor Marketing Ideas: Referral Scripts Galore

Financial Advisor Referral Scripts Galore One of the first marketing strategies I discuss when working with a new financial advisor client is to have them become accustomed to asking for referrals, but doing so in a different manner at each opportunity. I know it’s difficult at first to broach the […]
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