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The ClientWise Blog
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Marketing & Communication (7)
Successful Financial Advisors, the Mass Affluent, and Social Media
Of timely import for successful financial advisors is the recently released research report, “Influencing the Mass Affluent”, jointly produced by LinkedIn and Cogent...
Financial Advisors: How Do You Rank vs. Your Peers with Social Media?
The following guest post has been contributed by Jamie Needham, digital-marketing strategist at American Century Investments. Whether they use it for gathering insights,...LinkedIn Contacts Enriches Connectivity With Clients and Prospects
Recently, LinkedIn announced a new tool that provides successful financial advisors with even greater connectivity with clients, and potential clients. LinkedIn Contacts...
5 Good Reads on Listening: A "Secret" Skill for Financial Advisors
“You're short on ears and long on mouth.”…John Wayne A very Duke-like quote on listening, as spoken by John Wayne as Big Jake. Big Jake wasn’t one of the Duke’s best...
Financial Advisors: Ditch the Pitch! 4 Ideas for Better Intro's
An elevator pitch for financial advisors and successful professionals are typically short and sweet -- they seem like a no-brainer. Consolidating your value proposition...
What Shaquille O’Neal Teaches Financial Advisors and Entrepreneurs
This past week, former NBA ballplayer Shaquille O’Neal could be seen wandering around South by Southwest Interactive in Austin, Texas; meeting entrepreneurs, checking...
Financial Advisors: It’s All About Marketing! 10 Books to Read Now
With more than 330,000 financial advisors who are working in the good ol’ USA, investors have a lot to choose from when seeking financial advice. What differentiates the...Your “Genius” Financial Advisor Marketing Plan, Part II
Last week, we set the stage for creating your own “genius” financial advisor marketing plan in 4 easy steps, which are: 1) Assessment, 2) Goals, 3) Activities, and 4)...
Financial Advisors: What the Rich Say They Want and How to Help Them
For successful financial advisors, the importance of a good value proposition cannot be overstated. We have discussed this at length…here and here. I recently bumped...
Your “Genius” Financial Advisor Marketing Plan in 4 Easy Steps
From working with thousands of financial advisors over the years, I have two observations when it comes to successful financial advisor marketing plans:
Financial Advisors: How to Network with Attorneys at Small Firms
One of the interesting revelations to successful financial advisors is that other professional service practitioners in different professions face many of the same...
Financial Advisors Who Market to Women: 6 Ideal Client Profiles
As executive coaches who focus on guiding financial advisors to grow successful advisory practices, we work with many advisors on the development of their marketing...
Guest Post: 5 Financial Professionals to Follow on Social Media
Guest Post created by Amy McIlwain of Financial Social Media
Financial Advisor Marketing: The 6 Golden Rules of Social Marketing
Is social media marketing an option or a necessity for the successful financial advisor today? Although, in the words of Mark Twain, “All generalizations are false,...