The ClientWise Blog

Financial Advisors, Could Your Webpage Be Costing You Clients?

Posted by Alix Purcell on Sep 16, 2014 12:58:00 PM


You are probably at a point in your career where you're acquiring clients in a variety of ways.  If you have an active professional network, you might be finding centers of influence in lawyers and CPAs who refer you clients. If you have developed strong relationships with your current clients, you are probably also receiving referrals from them on a somewhat regular basis. Perhaps when you receive these referrals you’re introduced via email, maybe even in person. Either way, you can almost guarantee that when it comes time to make a decision, that referral will visit your website before they contact you.

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Marketing Approach, SEO, Client Engagement, Website Design

5 Actions Financial Advisors Should Take on Social Media TODAY!

Posted by Alix Purcell on Sep 11, 2014 10:00:00 AM


In August we published a blog about going digital in one weekend. Have you done it yet? Well, if not, you’re missing out. Social media expert Amy McIlwain, who specializes in the financial services industry, explains exactly why in her recent article “20 Astonishing Social Media Statistics for Financial Advisors.”

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Technology, Communication, Marketing Approach, Client Engagement

5 Steps to an Entrepreneur's Success

Posted by Alix Purcell on Aug 15, 2014 10:58:00 AM


If you’re a financial advisor who has been in the business for a number of years, these steps may seem elementary to you. Perhaps you feel you’ve surpassed these goals, or touched on everything on this list. But the fact of the matter is, these aspects of your business can always use revisiting and refining. The vision of your business is bound to change as the industry changes, or as your clients’ needs change as a result of the current economic environment. Naturally, as your vision changes, so does everything else n its wake—not in a drastic way, but enough that paying attention to the subtle details can make a huge difference for your business and your growth.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Business and Operations Management, Organizing Priorities, Leadership, Entrepreneurs, Marketing Approach

Checklist: Go Digital in One Weekend

Posted by Alix Purcell on Aug 7, 2014 4:00:00 PM


Thinking about increasing your digital footprint? Your kids are constantly on social media, your wife has created various profiles to promote her business, heck, even your mother is online sharing content and promoting her favorite brands and causes. You dabble occasionally, but usually only if forced, and if you’re like most financial advisors, the thought of going digital in your business seems like a lot of effort for very little return. But the truth is, it’s the way of the world, especially if you are looking to target a younger generation of investors that will keep your business sustainable and growing into the future. .

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, Technology, Marketing Approach

Unlock Your Firm's Value in 4 Steps

Posted by Alix Purcell on Jul 29, 2014 10:00:00 AM


There has been a lot of discussion surrounding enterprise value as a means to evaluate financial advisory firms, including our most recent blog article on the topic: “To Plan for Succession or to Determine Enterprise Value?“. However, several financial advisory publications take the position of assessing whether or not creating enterprise value is a viable goal for financial advisory firms that rely on a fee-based model. They argue that fee-based firms hinder their potential to create enterprise value because, absent the sale of financial products each year, these organizations are largely unprofitable from a sustainability standpoint. 

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Business and Operations Management, Entrepreneurs, Marketing Approach

Digitial Marketing 101: 4 Tips for Ambitious Financial Advisors

Posted by Alix Purcell on Jun 19, 2014 11:13:00 AM


For some advisors, especially those in younger generations, their online presence is as powerful a marketing platform as word-of-mouth or referral-based networking is for advisors in the baby boomer generation. This also puts these younger advisors at an advantage in terms of reaching the younger demographic of clients, who frequently look for financial advisors online.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, Technology, Marketing Approach, SEO, Website Design, Writing

Leveraging LinkedIn, Connecting with Competitors and Upgrading to Premium

Posted by Ray Sclafani on Jun 17, 2014 10:35:00 AM


As LinkedIn becomes an increasingly popular source for client referrals, advisors are getting more serious about how to use it as a resource. We’re frequently asked questions regarding the best Linked In strategy for FAs, and have outlined a few tips to consider here that will maximize your use of this incredible tool.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Communication, Marketing Approach, Business Development, Relationship Management

5 Critical Marketing Tactics Every Financial Advisor Should Know

Posted by Joe Del Bene on Jun 11, 2014 9:21:00 AM


Do you have your bases covered when it comes to the scalable growth of your business?  Though there are many tactics available to financial advisors,  we've discovered, based on our proprietary research, the 5 most important tactics that are essential to the growth of any advisory practice.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Business and Operations Management, Marketing Approach, Business Development, Client Engagement

8 "Must-Have" Marketing Strategies from Top Financial Advisors

Posted by Alix Purcell on May 8, 2014 8:39:00 AM


There are over 630,000 financial professionals registered with FINRA, and according to the bureau of labor statistics the number of financial advisors is projected to increase by 27% in the next 8 years. So turns out your competition isn’t backing down, but if you’re reading this article you already have an edge on them.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Marketing Approach, Business Development

Getting The Most Out of Your LinkedIn Analytics

Posted by Alix Purcell on Mar 25, 2014 9:25:00 AM

 

For many financial advisors LinkedIn has been a largely underused marketing tool. Even those who have a fully updated and complete profile might not be tapping into the full worth that this resource offers. According to LinkedIn, as of February 6, 2014 LinkedIn had 277 million users, with 84 million of those in the United States. It is also the clear choice for professionals using social media as a driver for their business, as it accounts for 64 percent of visits from social media channels to corporate websites (Twitter only accounts for 14%). It can be an incredible prospecting and client acquisition tool for advisors, but you have to commit the time to make it work for you. 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Marketing Approach, Client Engagement

Financial Advisors: 5 Quick Ways to Improve Your Real-Time Presence

Posted by Chris Holman on Mar 5, 2014 11:33:00 AM


One of the most genuine and real aspects of the Ellen DeGeneres selfie, is the smiles. Check out this photo. Every one of these stars and celebrities has a glowing and happy-to-be-part-of-this smile…just like any of us might have looked. (One exception. Kevin Spacey seems to be more smugly celebrating his “photobomb.”)

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Marketing Approach

2 Ideas to Improve Your Advisor Website’s SEO Strategy Right Now

Posted by Joe Del Bene on Oct 10, 2013 10:51:00 AM


When clients type your name or firm into Google, (or any search engine) what do they find? Every website on the internet has a goal of reaching number one on the long list of results. Very few websites actually reach that goal because there is only one top spot per keyword phrase.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, Marketing Approach, SEO

Financial Advisor Marketing: 12 Critical Weeks for Year-long Success

Posted by Chris Holman on Aug 27, 2013 12:04:00 PM

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Marketing Approach

Is Blogging for You?—3 Questions to Help You Decide

Posted by Joe Del Bene on Aug 13, 2013 9:35:00 AM

This is a guest post from Susan Weiner, CFA, and author of the new book Financial Blogging: How to Write Powerful Posts That Attract Clients.


Blogging is great for business, but it's not right for every financial planning, wealth management, or investment management firm. You can assess whether blogging is right for you and your financial firm by answering the questions below.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, Technology, Marketing Approach, SEO

Financial Advisors: Ditch the Pitch! 4 Ideas for Better Intro's

Posted by Chris Holman on Mar 28, 2013 9:23:00 AM

An elevator pitch for financial advisors and successful professionals are typically short and sweet -- they seem like a no-brainer. Consolidating your value proposition into a very brief presentation designed to present your business in the best possible light.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Marketing Approach