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.

When you become an uncomparable financial advisor, you don’t have to compete with other advisors because you are unique. Here are the five components of uncomparability.

Financial advisors usually seek to be incomparable, or better than the competition. This marketing tactic creates a neck-and-neck race that they can’t win. Instead of being incomparable, advisors should choose to be uncomparable.

It can take three years before a niche focus takes off for your financial advisory business. This article covers seven marketing steps for year one to ensure you lay a solid foundation for success.