Blog
Are You Selling Life Rafts or Sailboats?
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.
Marketing Strategies for the Introverted Financial Advisor
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.
How to Fix a Niche that is Too Narrow or Too Broad
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.
Your Niche is More than Who You Serve
Let me give you an example of what it truly means to serve a niche.
Marketing Funnels are Ineffective for Advisors
When it comes to building prospects’ trust so that they become clients, advisors need something else.
How to Generate Topics for Content Marketing
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.
Prospects Have Lots of Problems; Your Message Needs to Focus on Just One
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.
How Financial Advisors Can Make Their Marketing Message Stand Out
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.
How to Be an Uncomparable Advisor
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.
Incomparable or Uncomparable, Which are You?
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.
The Year-One Niche Marketing Plan for Advisors
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.
Should Advisors Have More Than One Niche?
Firms often consider launching multiple niches rather than focusing on just one. Though sometimes successful, this approach can dissipate your marketing efforts. This article offers guidelines to determine whether having multiple niches is for you.
The 12-Week Advisor Marketing Plan
Give yourself a year to implement a marketing plan, and it will promote procrastination and won’t be nimble. Instead of planning out your advisory firm’s marketing tactics for an entire year, create a plan that spans just 12 weeks.
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.