financial advisor marketing mistakes

Recap: 7 Financial Advisor Marketing Mistakes

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Recap: 7 Financial Advisor Marketing Mistakes: Are you making mistakes with your marketing? How would you know if you were? You don’t know what you don’t know unless you educate yourself by analyzing your strategic direction, reading marketing blogs and books, and course correcting to avoid problems. Financial Advisor Marketing […]
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Financial advisors can sell the value of financial planning

Mistake 7: Failing to Sell the Value of Financial Planning

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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 advisors can sell the dream of financial planning

Mistake 5: Financial Advisors Fail to Sell the Dream

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Marketing and prospecting are the twins of financial advisor success. Unfortunately many advisors don’t actively market and promote their businesses. They rely on the tortoise approach to growth: 2-3% annually by sheer luck. This is the 5th installment in my series about financial advisor marketing mistakes in which I detail […]
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taglines that sizzle for financial advisors

Financial Advisor Taglines: FAQ, Slogans, Examples, and More

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Financial Advisor and Wealth Management Taglines UPDATED: AUGUST 11, 2021 Financial Advisor Taglines: If you’ve been following me,  you know that I am a big believer in using effective taglines to BRAND YOUR FIRM and communicate with prospects and clients, both consciously and subconsciously, regarding your brand benefit. It’s been […]
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Boost your Financial Brand by Branding Your Process, Program, or Investment Technique

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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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Branded Financial Services are Easier to Sell

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For many years I’ve been speaking about how branded financial services are easier to sell. If you’re like most financial advisors, your services sound pretty much like all other financial advisors. You offer financial planning and investment management, usually to anyone who needs it. Nevertheless, prospective clients who are considering […]
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