Resources

Why do some financial advisors thrive while others just survive? Discover why niche marketing is the key to unlocking your full potential as a financial advisor on this episode of Full Advisor Coaching.

Financial advisors can get swept up in the whirlwind of big marketing initiatives. But routine, everyday tactics are vital. Here are nine routines to embrace.

In their annual list, Indigo Marketing Agency named Kristen Luke as one of this year's top influencers to watch.

Financial advisors new to a niche can position themselves as experts in their chosen area before fully recognizing themselves as such by using these six strategies.

In this episode of the Model FA Podcast, we discuss effective marketing strategies for financial advisors. We emphasize the importance of finding a niche, understanding where clients spend their time, and creating content in multiple formats to meet client needs. The ultimate goal? Becoming a trusted expert in one's niche.

In a world where Financial Advisors and Independent RIAs offer identical services, and their client service models are seemingly the same, Financial Advisors should be asking themselves: How do I stand out?

While many advisors focusing on a niche begin with a broad idea of the clients they wish to serve, they often have room to narrow it. Narrowing your niche makes it easier to stand out, develop more tailored services, increase client satisfaction, and improve marketing results.

Kristen Luke speaks with Kathleen and Jeff from FPA New England about how Registered Investment Advisors can market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients.

Marketing for financial advisors is challenging. Should you opt for transactional tactics that promise immediate results, or invest in transformational strategies that build a lasting business? Should you focus on short-term success or long-term sustained strategy? Let’s delve into your two options.

As the RIA industry continues to attract new players, industry and marketing consultants agree that RIAs can still be generalists but may face hurdles in standing out among the pack.

Successful marketing is not exclusive to extroverted advisors. When introverts leverage their unique strengths, they will find a different path to achieving success.

Staying "on niche" helps financial advisors to stand out from the competition. By consistently aligning all aspects of their marketing efforts to their niche, advisors can become trusted experts and enjoy long-term success.

Tune in to Kristen Luke’s chat with Lauren Hong, President of Out & About Communications, and learn how strategy starts with the kind of client you want to serve.

Are you a tech lover? You’ll want to watch Kristen Luke’s discussion with Geoff Moore, CIO of Valmark Financial Group. The two chatted about the importance of putting a marketing strategy in place before diving into all the great marketing tech out there.

Referrals and word-of-mouth marketing are distinct yet powerful strategies for financial advisors to build trust and acquire new clients.

Instead of constantly developing a new marketing plan each year (or quarter, as I recommend), it's best to work the plan. In those periods, establish a marketing routine rather than creating an entirely new plan.

Here are six steps for RIAs to implement multiple niches, bring in new clients, and accelerate their growth goals.

ChatGPT, the new AI chatbot, offers a short-term opportunity for savvy financial advisors. But it has long-term consequences for all advisors.

To get the marketing ball rolling for your niche, start with “patient zero.” This article shares how to identify and work with someone who can help drive your firm’s viral growth.

If you serve diverse groups of clients, you might find messaging that resonates with all of them by considering whether your clients are in the life-raft or sailboat category of financial planning.

Introverted financial advisors really can stand out from the competition. Here are three marketing strategies to help you play to your strengths as an introvert.

When you choose a client niche, you may find that the focus is too narrow or too broad. Here’s how you can remedy the situation.

Let me give you an example of what it truly means to serve a niche.

When it comes to building prospects’ trust so that they become clients, advisors need something else.

When starting with a niche, you may find it difficult to produce topics for your content marketing. To get ideas, take notes about what your prospects are talking about. This article covers specific points to create an effective content strategy.

When creating your marketing message for your niche, you want to articulate the one unique problem your niche faces. Here are questions to help you address that overriding problem.

To be an uncomparable financial advisor, you need a marketing message that is simple, clear, and repeated often. Here’s a framework for creating your message.