Blog
Use Your Calendaring System to Qualify Prospects
Here’s how to customize your calendaring system so that you weed out unqualified prospects and spend your time talking to qualified ones.
Nine Steps to Launch a New Niche
Here are the nine steps you need to take when entering a new niche market.
Where Is Your Marketing Failing?
If one part of your marketing system is weak, the whole structure can fail. Here are the specific areas to assess for weakness.
How to Know if You Picked a Good Niche
You have a niche market selected, but now comes the tricky part: determining whether the niche is a viable client base. Here are 11 questions to help you assess whether you picked a good niche.
Are You Ready for Marketing to Get Harder in 2022?
Here are three reasons marketing will get harder for financial advisors next year and beyond. Yet the situation isn’t hopeless. You can adopt strategies that make your marketing easier even with the changes on the horizon.
Four Reasons Why Your Marketing Isn't Connecting with Prospects
If you’re struggling to attract new clients, it’s because prospects have a difficult time differentiating you. Prospective clients face four realities that will overwhelm their decision-making process.
Social Media Doesn’t Work for Advisors
With few exceptions, financial advisors don’t generate the leads they want with a social media strategy. They should use influencers and search channels to get more exposure to their target market and leads.
Seven Ways to Differentiate Your Advisory Business
To sound different, you must be different in a way that is obvious to your prospects. How can you position yourself to be incomparable from your competition? Let’s look at seven ways.
How To Market Yourself As an Expert
When done right, niche marketing helps advisors attract more ideal clients and skyrocket their business!
Passion, Aptitude and Profit Create Your Niche
You will find your niche by examining the intersection of passion, aptitude, and profit.
Young Financial Advisors Need a Niche
Niche marketing is the path to success for younger advisors, who can naturally develop marketing strategies based on sharing their expertise. Firm owners should coach their younger advisors and, in the process, groom the next generation of leaders.
Marketing Approaches for the Equity Compensation Niche
For the equity compensation planning niche, a combination of the “Relationship” and “Expertise” approaches would be appropriate. Here’s why.